Charles L. Ratner

Agents need to get clients’ advisors involved. Here’s how.

A matter of critical importance to the merely well-to-do.

How a versatile planning tool can benefit clients and advisors alike.

A potentially creative solution to a serious problem.

Focusing on estate planning may not be the best pathway to sell life insurance.

With the election looming, it’s time to reach out to clients and start talking about the implications of sunset.

How this decision affects insurance product suitability.

How today’s agents can get there.