Right Now in the Industry


5 Ways to Build a Financial Services Practice

Sarting out in the business? A veteran planner shares ideas about how to last.

Whenever America Needs Us, Life Insurers Are There

America is facing challenges. The president of the ACLI says life insurers are good at helping America with challenges.

COVID-19 and Financial Checkups

Here are ideas for what to tell clients who are wondering about their financial health, too.

Quiz: Do You Know These Social Security Facts?

How much do you know about claiming strategies, spousal benefits and estate implications?

What Is Dying Going to Cost Your Client?

Knowing where all your clients' assets are located, even those held away, can significantly reduce costs for heirs.

What Your Clients Want to Talk to You About

More than half of the ones who took a survey said they would like to discuss family members' finances.

9 Reasons to Call Your Client Right Now

The bad news: The Situation. The good news: There's plenty to talk about.

7 Reasons to Deliver a Zoom Webinar

Sure, everyone is doing them. The author says everyone is doing them because they work.

It Can't All Be for Nothing

The author looks at finding your 'why' In the advisory world.

COVID-19 Energizes Life Insurance Awareness Month 2020 Campaign

Brooke Shields is back as the spokesperson, and agents are already promoting the campaign on social media.

Selling Financial Safety Masks

Here are ideas about what to do when clients don't want to do the sensible thing, because.

Use Target (or Blanket) Marketing To Define Your Success

A financial services veteran says there's more than one way to choose your prospects.

How the Pandemic Is Impacting Women's Finances and Future

In some cases, falling income may create saving opportunities.

Young Consumers Have Noticed Life Insurance: MIB

Digital underwriting and the threat of COVID-19 led to a shocking increase in application activity.

Estate Planning, COVID-19 and Grandparents

Clients who are expecting may know they need advice. What about their parents?

3 Ways to Bridge Retirement Conversation Gaps

Here ideas about making sure that clients understand you, and that you understand them

Get More Referrals Without Asking — Prospecting in a Pandemic, Part 1

In the first of a four-part series, I look at why asking for referrals doesn't work and what to do instead.

Clients' Real Risk Tolerance

An annuity specialist looks at how advisors can handle common mistakes in this area.

7 Things Your Client's Estate Plan Might Be Missing: Morningstar

Life insurance is often just one (important) piece of the whole.

7 Things Your Client's Estate Plan Might Be Missing: Morningstar

Life insurance is often just one (important) piece of the whole.

How to Design a Better Retirement Plan

One factor is that higher-income people have different spending patterns.

How Becoming a Social Security Claiming Whiz Can Boost Your Practice

Claiming at the optimal time can increase lifetime benefits by tens of thousands of dollars or more.

Young Consumers Continue to Submit More Life Applications: MIB

Older consumers' application activity has been continuing to fall.

4 Ways to Build Client Confidence Now

A top Lincoln executive says a great place for you to start is by taking good care of you.

Into the Valley of the Lost Prospects

One place to find leads may be in the wilderness of your old lead files.

How Social Distancing Affects Advisors' Sales: LIMRA

If you feel like you're prospecting with mittens on, you're not the only one.

9 Approaches to Knockout Virtual Meetings

The key is to make the attendees' experience as easy and fun as possible.

Tips for Prospecting During the Pandemic

'You can't wait for the world to come back to face-to-face.'

How to Help Customers Navigate the Pandemic's Emotional Challenges

One way to build future sales may be to help people keep going now.

Symetra to Make 2 Women Sports Stars Its Spokescouple for the COVID-19 Age

Sue Bird and Megan Rapinoe shot the spots themselves, using an iPhone and an iPad.

It's Time to Revisit Those Aged Leads

The cheapest leads you can get are the ones you already have.

5 Lessons Rookies Learn and Veterans Forget

How did you get your best clients? Do you still do those things?

Lining Your Client Up for the Retirement Savings Field Goal

The author has ideas for coaching people through a time of uncertainty.

Today Is Your Disability Insurance Reality Check

Many clients have little or no protection for their ability to earn a paycheck.

6 Reasons the Average Person Always Needs Insurance

There are many reasons why making sales is more difficult, and many why the need is still there.

Unwrapping the Details of CARES Act RMD Waiver

One important constraint is the one-IRA-rollover-per-year rule.

Acting, Not Reacting, During the Pandemic

Feel as if you're trapped in a bad horror movie? Maybe you should add yourself to the plot.