If you’re selling clients long-term care insurance, beware that state insurance laws require agents to provide up-front disclosure that premiums could rise in the future.
Changing jobs always comes with risk. Here are some potential pitfalls to avoid.
Transitioning to Independence: Making the Move (Part 3 of a Three-Part Series)Welcome to the last in our three-part series on transitioning to independence. In this issue, we discuss your actual move and the many things you need to think...
Litigation against departing brokers has dropped off a cliff since The Protocol for Broker Recruiting was created in 2004 as an agreement between Citigroup for its Smith Barney unit
How to make the best of a coaching relationship.
What to consider when you're selling your practice.
It's not enough to warn your customers about risk.
How college savings plans can help your clients cut taxes and rising education costs.
