February 08, 2023
Black Women Business Owners Need Advisors' Attention: Danielle Byrd ThompsonThe Equitable advisor sees many with complicated, unmet planning needs.
February 06, 2023
New Boston Mutual Whole Life Program Relies on Face-to-Face MeetingsThe company believes the nuances of life insurance are best discussed at the kitchen table.
February 06, 2023
Many Advisors Have No Idea What Life Policy Assets Are Worth: Jay JacksonThe Abacus Life CEO estimates the gap lowers those advisors' assets under management by about 6%.
February 06, 2023
The AI Sales Coach Should Have a Clue: Venkat MalladiThe Vymo executive says a good sales support system needs to be a self-starter.
January 13, 2023
Athene COO Sees Non-Variable Annuity Sales Boom ContinuingMike Downing says that contract sales have been great, and that investors are ready to buy more.
January 13, 2023
Secure 2.0 May Stabilize the Long-Term Care Toolbox: Howard SharfmanThe veteran wealth planner thinks Section 334 will give the insurers still in the LTCI market a reason to stay.
January 11, 2023
Will Secure 2.0 Increase Long-Term Care Insurance Sales?One provision in the law will allow people to tap individual retirement accounts or 401(k) plans to pay for LTCI coverage.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
September 15, 2022
Agency-Building Skills Power a Candidate's Statewide CampaignJanice Law Robinson says her sales and marketing experience has been helpful.
July 25, 2022
Account Value Drop Cools Annuity Exchanges: Nationwide's Eric HendersonBut the executive says higher rates are already improving the guarantees issuers can offer.