8 Reasons to Avoid a Roth Conversion
Start Slideshow Advisors focused on clients preparing for the transition to retirement often cite Roth conversions as one of the most...
life insurance
Making Sense of the NAIC Risk Oversight Landscape
What You Need to Know The NAIC will do its own risk assessments of CLOs. One concern is that private...
How Do I Establish My Value with Prospects?
Start Slideshow “We all do the same thing.” One of the challenges facing new agents is competing with other agents...
6 Ways to Help Clients Navigate Layoffs
We’ve all been there … a major life event strikes and stress quickly sets in. If we reflect on our...
3 Ways to Steer Clients Through a Challenging Economy
What You Need to Know Interest rates are up. Paychecks purchasing power is down. Clients need to know what to...
The 'Most Important' Strategy for Retirees Now
As McCormick points out, confronting sequence risk and dialing back market risk overall does not imply a 100% pivot away...
For This HNW Firm, It's Crunch Time for Estate Planning
While there’s seldom a “quiet time” for wealth management professionals, this month is a busy one for the industry — especially...
New Nominations Deadline for LUMINARIES 2023 Awards
ThinkAdvisor’s LUMINARIES industry recognition program is extending the nominations deadline for 2023 to April 25. Now in its third year, the LUMINARIES...
12 U.S. Cities Where the 'New $100K' Is $200K or More
Start Slideshow An annual salary of $100,000 might suggest the earner is financially comfortable — it is, after all, more than twice...
NASAA Adds Guam, Adopts New Rules
Guam’s Department of Revenue and Taxation had requested to join the association. It is the first new NASAA member since...
