Your clients need a map to help them navigate their post-child-rearing years.
March 2015 |
The National Association of Insurance Commissioners takes a look at crediting rates in IUL illustrations.
February 2015 |
Because illustration “math” is almost always based on assumed constant rates of return, advisors need to understand the mechanics of those assumptions.
January 2015 |
A client-focused solution to financial problems requires interaction and cooperation.
December 2014 |
Playing the “designation game” requires more than just knowing your ABCs.
November 2014 |
A financial advisor can help save a client’s retirement by guiding them toward the right Social Security claiming strategy that also takes a spousal benefit into consideration.
October 2014 |
Despite the availability of advice online, research shows that consumers crave the human touch in financial decision-making.
September 2014 |
Instead of constantly reacting to the financial news of the day, advisors and clients need to focus on two factors: projected retirement date and projected retirement income.
August 2014 |
The debate over standards of care must end in a harmonious resolution.
July 2014 |
A client’s risk tolerance is a crucial consideration in determining the type of insurance that best suits his needs.
June 2014 |