Commentary
Comparing CDs and Annuities
By John StevensonHow do you decide which clients need which product?
November 03, 2023
The State of the Annuity Industry Through a Big-Screen LensTo quote "The Jazz Singer" (1927), "You ain't heard nothing yet!"
November 02, 2023
CAIS, Nitrogen Events Highlight Growth StrategiesA new alternatives platform, generative AI and client testimonials were among the themes discussed by industry VIPs.
November 02, 2023
SEC Highlights Exam Priorities for 2024Examiners will address how advisors mitigate conflicts of interest and allocate investments to certain accounts.
October 30, 2023
3 Estate Planning Strategies for Advisors, Clients and HeirsDay of the Dead can serve as a reminder that proper planning removes major burdens from loved ones.
October 30, 2023
Where You Eat Lunch Can Help You Get BusinessNeed to feed your client list? Feed a prospect.
October 30, 2023
How the 2024 Social Security COLA Will Affect MedicareIt's important to understand the upcoming changes when helping clients select plans.
October 25, 2023
14 Steps for Financial Advisors to Move to a Higher LevelWhy accept where you are now? Why not rise?
Commentary