Advisors and insurance agents need to focus on building trust with consumers and clients in this environment, one in which the Occupy Wall Street movement dominates headlines, said Bob Baranoff, senior vice president of member benefits at LIMRA...
A surprising twist we recently uncovered in research about social media usage: Among financial advisors, insurance advisors are most likely to use social media for business purposes and most likely to have landed clients through social media...
Texas joins the short list of states to address the enforceability of arbitration clauses
By turns invaluable and disappointing (and over-priced), “Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth” ( McGraw Hill, $50) is undoubtedly the big book of the season in the wealth management world.
T...
You might be surprised what you find if you review your clients’ insurance needs. Many universal and variable universal life insurance policies underperformed over the past 10 to 15 years due to falling interest rates and huge stock market losses...
What's the best move you can make on behalf of older clients this month? Hint: It has nothing to do with the money you manage for them...
