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IN FRONT

The Amazing Fiduciary Race

State and federal regulators have been battling for a decade to establish a fiduciary or best-interest standard for financial services. Much has happened already in 2018 to sap momentum from the Department of Labor and give it to the SEC. We handicap those agencies, plus what is happening at the state level.

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Life

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Tax Law Unlocks Life Insurance Opportunity In Estate Planning

The new law raised the estate tax exemption; it also made it simpler and more profitable to sell unneeded life policies.

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The Life Insurance Solution To Long-Term Care Planning

How a life insurance trust can help protect clients’ assets against the increasing costs of long-term care.

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Annuities

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Annuities Can Help Boomers Consider Wealth Transfer Plans

Positioning a fixed annuity as a wealth transfer vehicle is a great way to help clients ensure they are leaving their lifetime of savings to their heirs as intended.

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When Taking RMDs Is Not In Your Client’s Best Interest

For many clients, fixed annuities are the way to meet their retirement concerns, especially when they are faced with the consequences of taking required minimum distributions from qualified funds.

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Health

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3 Ways To Start The Hospital Indemnity Plan Conversation

How to convey the economic risk of health emergencies.

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Financial

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Six Signs Your Client Has Outgrown You

Several things contribute to clients outgrowing their advisors. In particular, advisors should be wary of these six things, as they could be signs their client is ready to move on.

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LIMRA Insights

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Single Retirees In Search Of LTRs With Advisors

Single retirees who work with an advisor are more confident in their retirement security than those who do not. This represents an opportunity for advisors.

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Business

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When You’re Sitting On Top Of A Mountain But It’s a Rut

Why so many ultra-successful professionals are so unhappy.

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