The definition of middle class goes beyond how much money someone earns.
January 2017 |
Half of consumers know that health expenses can wreck their retirement.
December 2016 |
As the population ages and accumulates more assets, the advisor’s focus shifts to planning for clients’ post-employment years.
November 2016 |
Clients assume their advisors have business transition plans in place for their practice, but research shows that’s not always the case.
October 2016 |
Three in five households have no life insurance or not enough coverage. Which households hold the most opportunity for advisors?
September 2016 |
Face-to-face remains the preferred method for most consumers to buy life insurance. But online buying is appealing to many consumers, and its popularity will likely increase.
August 2016 |
The financial advisor business model will evolve to keep pace with technology as advisors look to include technology-driven alternatives in their practices...
July 2016 |
Carriers that have begun implementing automated underwriting share the lessons they have learned in the process...
June 2016 |
Clients who have formal written plans are more likely to consider asset consolidation and explore their options for generating guaranteed income...
May 2016 |
The industry has struggled for years to encourage consumers to make rational decisions about life insurance. Research shows it’s time to take a different approach...
April 2016 |