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Issue: June 2018 See all issues

FEATURES

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How to Turn Non-Agents Into Super Sellers

Patrick Bet-David is rejuvenating recruitment by bringing new people to selling success.

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Post-DOL Ignition

Annuity sales are ready to rocket following the (98%) defeat of the DOL fiduciary rule.

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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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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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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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ANNUITIES

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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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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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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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Attract Millennial Clients With A Service Subscription Model

Young professionals are already accustomed to being billed regularly for services they receive. Financial advice should be no different.

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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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How to Turn Non-Agents Into Super Sellers

Patrick Bet-David is rejuvenating recruitment by bringing new people to selling success.

Read Article →

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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MDRT INSIGHTS

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Annuities Uncover Hidden Retirement Plan Opportunities

Annuities bring needed stability and security to a well-rounded retirement portfolio.

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NAIFA INSIGHTS

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Why You Need A Business Succession Plan, Now

A business succession plan makes sure that you, your clients and your staff will be taken care of when you are ready to exit the business.

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AMERICAN COLLEGE

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When A Reverse Mortgage Makes Sense For A Client

Advisors may be skeptical about the benefits of a reverse mortgage, but it can be an important part of the retirement planning conversation.

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