Life Insurance
The Longevity Gap and Life Insurance Settlements
By Wm. Scott PageToday, the average U.S. woman lives six years longer than the average U.S. man.
June 22, 2023
5 Ways an Outsourced Insurance Desk Can Boost Recruiting for RIAsRIAs can do everything themselves. Or, they can get help.
June 22, 2023
How to Help Employee Advisors Who Want More IndependenceFor many advisors, independence is just a bridge too far. But greater autonomy and control are often closer than they realize.
June 22, 2023
4 Steps Fast-Growing RIAs Need to Take TodayAs your business ramps up, you'll need to look beyond your initial goals, thresholds and sources of capital.
June 20, 2023
Should You Be a Big Fish in a Small or Large Pond?When switching firms, advisors must weigh the flexibility of a small firm against a large firm's advantage of scale.
June 20, 2023
Preparing for Market Volatility Scares: 3 StrategiesStocks go up and stocks go down. The bills still come in.
June 20, 2023
Life Settlements and Premium FinancingIf clients want to exit from past policy-buying mistakes: Here's a door.
Commentary