Special Needs Planning Easier Under the New Tax Law

The higher unified credit under the new tax law allows a parent to keep more assets, including life insurance, inside the estate before they become taxable.

May 2018 |  Read Article

Importance of a Holistic Plan When Working With Clients

Make sure your clients have a full picture of all their potential risks so they can fill in their coverage gaps.

April 2018 |  Read Article

Clients Come First – The Rest Takes Care of Itself

Some advisors will need to make a difficult mental shift under the new fee-based structure and use client satisfaction and well-being as their motivation.

March 2018 |  Read Article

A Narrow Focus Can Lead To Unlimited Growth Potential

Identifying and targeting your niche market can set you apart from your competition.

February 2018 |  Read Article

Baby Steps Help Start on Long Road to Success

The successes you achieve on a daily basis are like compound interest, building up to help you achieve your long-term goals.

January 2018 |  Read Article

Teaching Kids About Money Is a Lifelong Process

Your clients’ children are never too young to begin learning about managing money. Here are ways you can help guide the process.

December 2017 |  Read Article

How Digital Tools Can Propel Your Practice’s Growth

How adopting digital initiatives helped one advisor add a larger volume of clients and keep pace with the increased workload.

November 2017 |  Read Article

Trends Impacting Annuity Agents’ Best Practices

From robo-advisors to the fiduciary rule, a look at the best practices that annuity agents and the industry must adopt to serve their customers in a changing environment.

October 2017 |  Read Article

Steering Your Clients Toward Permanent Life

A well-planned permanent life insurance policy could be the key to a family’s present and future financial stability.

September 2017 |  Read Article

Supplementing Retirement Plans With Life Insurance

Clients may think that the funds they have accumulated in their defined contribution plan will be enough to shore up their retirement and take care of their dependents, but they are mistaken.

August 2017 |  Read Article

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