ChatGPT Answers a Question About Life Insurance
By Panos LeledakisAn experienced advisor assesses the AI's answer to a common consumer question.
December 27, 2024
How Advisors Can Protect Clients From Instant Payment FraudScams using Zelle and other platforms are on the rise. Here's what advisors can do.
December 20, 2024
12 Client Gift Ideas Under $100You can give a gift with the “wow” factor and not spend a fortune.
December 20, 2024
6 Ways to Talk About Estate Planning Over the HolidaysRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.
December 20, 2024
Preparing for Medicare Changes in the New YearThe costs are higher and the benefits are different.
December 20, 2024
A 10-Point Holiday Family Wellness CheckWhen was the last time you and your clients looked, carefully, inside your parents' refrigerators?
December 20, 2024
The CMS 2026 Proposed Rule Could Shake Your WorldIf you help clients with Medicare plans, life could soon become more complicated.
December 20, 2024
7 Reasons Some Current Clients Become Former ClientsOne great way to build a great client base is to keep the clients.
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