How to Establish Meaningful Connections
By Brian J. GreenbergA digital broker talks about the path to new opportunities.
A 2020 Benefits Strategy Refresh
3 Ways to Address Our Industry's Gender Bias
January 13, 2020
Can You Do a Life Settlement on a Healthy Insured? MaybeThe authors say a company has bought well-priced universal life policies without looking closely at the insureds' health.
January 13, 2020
UMAs Gain Momentum as Powerful Advice ToolsThe next generation of unified managed accounts have capabilities that have the potential to take financial advice to the next level.
January 10, 2020
4 Ways to Create Your Own 'Random Luck'Success can kill you, if you get used to it.
January 10, 2020
6 New Year's Investment ResolutionsWays to become a better investor in the long term.
January 10, 2020
Advising the Adult Children of a Senior Client About Life SettlementsOne consideration: Adult children who care more about the death benefit than the needs of the parent.
January 09, 2020
Life Insurance and the Demise of the Stretch IRAOne estate planning door closed. You have the key for another one.
January 09, 2020
The Advisor's Guide to Taking a VacationOf course you care about your clients, but you still need time to recharge every so often.
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