Premium LI Financing – An Attractive Approach for HNW Clients
High-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...
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Boosting Your Business with CRM
Financial advisory professionals know full well that the industry is moving through a period of seismic change. Clients are...
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What an Uber Driver Can Tell Us About Modern Retirement
Joseph Coughlin is a specialist in the field of longevity and generational trends – he also favors colorful bow ties. He...
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Five Key Estate Planning Documents Everyone Needs
We’ve come to talk about one of the two great unavoidables in life, and this time it isn’t taxes. The subject of death is...
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Retirement Strategies: Withdrawal Rates for Clients Who Abhor ‘Dipping into Capital’
Withdrawal rates are a crucial part of any retirement planning. Take too little and you’ll suffer an unnecessarily abstemious...
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A Few Good Reasons Why Financial Advisors Sell Life Insurance
It doesn’t always sit right with customer: financial advisors, a class of professionals expected to adhere to the highest standards...
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Getting Referrals Even When Clients Draw a Blank
We’re pretty confident that most financial advisors have received training on how to get satisfied customers to provide promising...
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What Finance Professors are Saying about Your Prospects
Clever people and those who are financially literate may be equally likely to seek you out or avoid you, but they may have...
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Advice for Advisors: Building Client Relationships That Endure
Financial advisors can be forgiven for thinking that their role is to provide analysis, products and service to their clients...
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Industry Ethics: Is the Alzheimer’s Biomarker Grounds for Denying LT Care Insurance?
People with a genetic predisposition to Alzheimer’s disease are obviously concerned about getting comprehensive insurance coverage...
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The Impact of Becoming Your Parents’ Caregiver
Our story begins with the tale of Melissa Spickler, a wealth management professional in Michigan. We can assume her professional...
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Beyond the Myths: Factor & ESG Investing Work Hand in Hand
As many plan participants make today’s investment choices on a screen rather than on paper, app and website design have taken on...
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Rich Women are Increasingly Calling the Shots
In wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...
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FIRE Sweeps Millennials
It’s the latest thing and it’s particularly hot with the millennial generation: FIRE. The acronym stands for financial...
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An Aging Population Will Shape the Internet
Older people have always tended to play a larger role in civic life, but today they are also more likely to be targets for...
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Good News for Advisors: Study Shows Humans Prefer Humans
Here comes a survey advisors will be happy to review: the Wells Fargo/Gallup Investor and Retirement Optimism Index poll for 2019...
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