Commentary
Why the 2050 Annuity Market Looks Beautiful
By Allison BellFor providers of annuities and other products designed to protect principal, bad news can be good news.
October 23, 2023
Do You Have a Life Settlement Case?Here are three things to consider when sizing up a possible policy sale.
October 23, 2023
New Ways to Reach Out to Planning ProspectsYou could start by taking an aspirin, and mailing it.
October 18, 2023
3 Steps to Helping Clients With TrustsTo maintain family assets across generations, build emotional trust and work with legal trusts when it makes sense.
October 17, 2023
Ethereum ETFs Are Here. Is Spot Bitcoin Next?Everyone except SEC's chair seems to understand that a spot bitcoin ETF would be in investors' best interests.
October 16, 2023
Orphaned Life Insurance Policies Can be a Life Settlement GoldmineHere's a way to solve problems clients might not know that they have.
October 11, 2023
6 Ways Financial Advisors Can Empower Hispanic American ClientsAn advisor has ideas about how to close a major financial planning gap.
Commentary