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Issue: July 2017 See all issues

FEATURES

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Hall of Fame, Fall of Shame: The Redemption Story

Advisors share how they are creatively educating the wealthy athletes of the future, as well as the planning tactics they use to protect a wayward client as much as possible under the law.

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The 10X Connect

An interview with Maribeth Kuzmeski Going big doesn’t necessarily mean going bigger. As Maribeth Kuzmeski explained to InsuranceNewsNet Publisher Paul Feldman, focusing your practice on a narrower niche often can be the key to expanding your practice even further.

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LETTER FROM THE EDITOR

The Exponential Explosion

I know what Mom’s going to say. She was talking about a store she wanted to visit but she wasn’t sure it was open that day. Even as she turned to me.

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LIFE

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How Term Life Makes It Easier For Clients to Give Back

Charitable giving provisions traditionally have been included only on permanent insurance, but more recently, carriers have begun incorporating them into term insurance products as well.

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Women Face 6 Challenges On The Road To Retirement

From their greater longevity to their higher likelihood of critical illness, women face a number of hurdles in retirement readiness. Here is how life insurance can ease the way.

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ANNUITIES

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How Annuities Can Help Clients Live in an Accumulation Nation

Accumulation-based annuities can help clients grow their retirement nest egg.

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Testing the Market for Fee-Based FIAs

In response to the DOL fiduciary rule, carriers are recasting commission-based fixed indexed annuities into fee-based siblings.

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HEALTH

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Help Prevent an Accident From Turning Into a Financial Sinkhole

If you’re looking to offer new solutions to business clients who are struggling to offer a comprehensive, competitive benefits program while controlling ever-rising costs, consider bringing accident insurance to the table.

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FINANCIAL

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Four in 10 Say They Need $1 Million to Retire Happy

Financial advisors are on the hot spot with many clients who don’t have near $1 million in their retirement savings.

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BUSINESS

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How to Deal With This Guy

Somehow, they never learned how to play well with others in the sandbox.

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The 10X Connect

An interview with Maribeth Kuzmeski Going big doesn’t necessarily mean going bigger. As Maribeth Kuzmeski explained to InsuranceNewsNet Publisher Paul Feldman, focusing your practice on a narrower niche often can be the key to expanding your practice even further.

Read Article →

LIMRA INSIGHTS

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A Formal Plan: Advisor Priority and Client Confidence Booster

Having a formal, written retirement income plan can be a game-changer in client retirement readiness, and should be a priority of every advisor working with pre-retirees.

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MDRT INSIGHTS

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A Delicate Balance: Technology and Interpersonal Communications

It is possible to maintain a vigorous social media presence and keep on the right side of compliance.

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NAIFA INSIGHTS

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States Should Not Be Competing With Retirement-Plan Advisors

Advisors already offer a wide range of products to help Americans prepare for a financially secure retirement.

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AMERICAN COLLEGE

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Unconscious Bias Hinders Efforts To Diversify the Advisor Force

How many potential advisors or corporate leaders have not been given an opportunity or promotion because of their age, name or appearance?

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