What designations should I focus on?
By Charlie SchrantzFor success in annuities and life insurance, which designations should I pursue?
July 28, 2016
Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?The New York Life employees' lawsuit over the expenses of index funds in their 401(k) plan has broader implications for the asset management business.
July 28, 2016
4 Keys to Retaining Your Advisory Firm’s Best Young TalentFocus group work with successful young advisors discovered their motivations for staying at their current advisory firms.
July 28, 2016
LUTCF designation program provides training, builds confidenceThe LUTCF designation, held by more than 50,000 agents, provides training on annuities, LTCI, life insurance and other product lines.
July 28, 2016
LUTCF designation program provides training, builds confidenceThe LUTCF designation, held by more than 50,000 agents, provides training on annuities, LTCI, life insurance and other product lines.
July 27, 2016
Pension Plan Annuity Elections: Another Retirement Planning GambleFollowing up on the Social Security claiming "gamble," here's another complicated retirement income issue: deciding on the best pension payout.
July 27, 2016
Tim Kaine and Mike Pence should debate long-term care policyKaine likes managed Medicaid. Pence likes personal health accounts. Maybe they should talk.
July 27, 2016
A lesson for life insurers from the (not so) SuperShuttleA recent travel mishap reinforced the idea that any crack in the customer-care experience could prompt prospects and clients to bolt.
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