A Time for Cheer (and Social Security Scams)
Notably, the SSA may email or text clients to share information about programs and services, but they will never ask...
life insurance
Wells Fargo to Pay $3.7B for Mistreating Clients
The bank set aside $2 billion in the third quarter to cover a variety of regulatory and legal issues, including...
Secure Act 2.0 Included in $1.7B Spending Bill
Secure Act 2.0 retirement provisions are part of the $1.7 billion 2023 omnibus appropriations bill that released early Tuesday morning by...
4 Ways the Annuity Sales Process Is Broken
What You Need to Know The products are all different. Plugging the products into planning systems is hard. Plugging the...
Life Insurance Agency Owners and Corporate Staff Jobs
What You Need to Know U.S. life and health insurers employ about 910,000 people. Unemployment in the insurance sector is...
Top 12 States to Find the Wealthy Clients of the Future
Start Slideshow It behooves financial advisors across the U.S. to take note that young Americans are making significant strides in...
Americans Pessimistic About Personal Finances: Allianz Life Survey
The survey found millennials more optimistic for 2023, with 44% expecting their financial situation to improve, compared with 25% of...
Peter Mallouk: Competition in Financial Planning Is Heating Up
In the view of Peter Mallouk, the CEO of Creative Planning, the competitive landscape facing today’s independent financial advisors is...
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in Reform
Yes, we are tracking the Social Security 2100 bill very closely and we are holding out hope that it could...
The 2023 checklist for busy parents
We know you’re occupied with kids, play dates, work and everything else. Use this checklist to tackle what’s important in...
