If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?
The survey found that 31% of clients currently have low to moderate confidence, in large part influenced by market performance...
life insurance
Seeking recommendations after unfavorable health diagnosis
Seems like there are some really helpful posters here so hoping for some guidance. My spouse is currently a stay...
10 'Nerdy' Facts About 529 College Savings Plans
Start Slideshow Over the past few decades, higher education costs have increased at a pace far exceeding inflation, and in...
How Advice Differs When Your Average Client Has $100M
Simply put, there are many highly successful entrepreneurs approaching retirement age and looking to turn to the next chapter. Making...
Head of Thrivent Advisor Network Let Go Amid Restructuring
Carolyn Armitage, who was appointed head of the Thrivent Advisor Network just two years ago, was let go by the...
DOL Secure 2.0 Rules Land at OMB
OMB reviews typically take 90 days. Once OMB approves the plan, Labor will issue it for public comment. Sanders, along...
An Annuity Could Help Your Client Live Longer
What You Need to Know EquiTrust added a wellness program aimed at annuity holders with long-term care benefits. Life and...
Lincoln Hopes Stephen Turer Will Make Its Retail Annuities Shine
Lincoln Financial has picked two executives to help it offer retail life insurance policies and retail annuities that will use...
Meet the LUMINARIES Class of 2023 Finalists
Over the next few weeks, the LUMINARIES Class of 2023 Finalists will be reviewed by our distinguished and diverse panel...
New Bill Puts Clamp on SEC's CAT
New legislation introduced Wednesday would prohibit the Securities and Exchange Commission from requiring that personally identifiable information be collected under...
