Annuities
Harnessing AI in Annuities
By Danielle LutkusIf ChatGPT can write a joke, it can help you explain an annuity.
November 28, 2023
The Power of the Insurance Advisor Post-MortemTo make sales livelier, look at what's buried in your call recordings.
November 28, 2023
Helping First-Time Medicare EnrolleesYou can protect your clients against costly errors.
November 28, 2023
What if AUM Isn't the Best Measure of a Retirement Nest Egg?There's more to retirement planning success than maximizing a client's pile of stocks, bonds and other assets.
November 28, 2023
Three Retirement Income Crises Are Brewing. Are Your Clients Ready?Advisors are likely unfamiliar with two of these looming threats — and have not altered their advice to clients.
November 27, 2023
3 Lifestyle Changes for Clients Who Are New to WealthA penny protected is a penny earned.
November 27, 2023
Navigating Life's Toughest MomentsYou can help clients figure out which way to turn.
Commentary