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Issue: September 2019 See all issues

FEATURES

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Boxes and Cubes

How Guy Baker views the industry as a Rubik’s Cube waiting to be mastered.

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2019 Life Insurance Status Report

Business in the age of tighter regulations and wider demographics.

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LIFE

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Mind Your Mouse Clicks: DIY Estate-Planning War Stories

It takes just one wrong click to make a mess out of an estate plan.

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ANNUITIES

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Annuities: Strategy vs. Product

Results of a recent study show advisors and consumers have different opinions of guaranteed income products.

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HEALTH

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Long-Term Care Claims: Marketing Vs. Reality

A story of two LTCi policy owners who filed a claim when one of them needed care.

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FINANCIAL

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Caution: Offer On Table May Not Be As Good As It Appears

When a new firm makes an offer to recruit you, look beyond the financial incentive.

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BUSINESS

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Even The Middle Of Nowhere Is Somewhere For A Business

If you strive to meet your clients on their own terms, you can learn their needs and provide effective solutions, whatever the market niche may be.

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How To Market To Every Generation

An interview with David and Jonah Stillman. Appealing to every generation is not as easy as you think.

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IN THE FIELD

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Boxes and Cubes

How Guy Baker views the industry as a Rubik’s Cube waiting to be mastered.

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LIMRA INSIGHTS

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Caregivers Need To Take Care Of Their Own Protection First

Fewer caregivers own life and disability insurance compared with the general population. Why they need help protecting their families from risk.

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MDRT INSIGHTS

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Life Insurance Is The Oxygen Of Financial Planning

When you practice what you advise, you serve your clients with authenticity.

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NAIFA INSIGHTS

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Advisors Have Many Ways To Stay Current In the Industry

Continuing education and professional association membership ensure that advisors stay on top of an ever-changing industry.

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