3 Ways a Life and Annuity Advisor Can Produce Like a Superhero
By Robert J. SmithWhen in doubt, start with a story about an individual in a cape.
October 06, 2025
Life Settlements: Who Represents Your Side?Market veterans explain who does what, and for whom.
September 30, 2025
Medicare Annual Enrollment Period: What's ChangingSome seemingly minor tweaks could make clients' lives different.
September 29, 2025
The Hidden Challenge of Incomplete Annuity DataYou should not have to be an electronic archaeologist to figure out the status of a rider.
September 29, 2025
Medicare Advantage Plans Zero Out AgentsA market veteran wonders whether the real problem is market upheaval or AI dreams.
September 18, 2025
SEC Policy Shift Calls for Advisor ActionFirms should not interpret the current pause in rulemaking and the shift away from enforcement as a reprieve.
September 18, 2025
The Dangers of Being ‘Too Nice’ to ClientsFar too many advisors see themselves as relationship managers or salespeople who fail to push back as needed.
September 17, 2025
A Flat Social Security Benefit Could Save the System — Or Threaten ItOther developed nations use a flat public pension formula. Would it work in the U.S.?
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