We have customized materials you can use to spread the word to your clients and prospects.
Just keeping quiet may put the client in the mood to back out.
The most important product a financial professional can offer may be awareness.
As clients age, staying in their homes may require significant upgrades.
The rules can lead well-meaning clients without good advisors into tax-rule maze.
A new spreadsheet gives 2016 population estimates by single year of age.
When it comes to LTC protection, it’s time to know the myths, master the facts, and have the conversation.
A marketer talks about how to offer linked-benefit LTC products to younger clients.
The MetLife unit hopes to establish the importance of predictability in retirement.
For the right clients, the author writes, fixed annuities may offer many advantages over bond funds.
For your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
Many people may not be aware that a permanent life insurance policy may help them address a critical challenge their retirement portfolio could face: the sequencing (or order) of returns.
Few products can help bridge a gap quite like critical illness insurance.
The uneasy financial situation that Gen Xers and millennials currently face is vastly different from what their baby boomer parents experienced at the same point of their lives.
From innovative fixed indexed and fee-based annuities to hybrid combo solutions, today’s retirees have a growing list of products to choose from.
By using more creative approaches that capture a client’s interest and imagination, advisors can deliver what clients want at a lower cost.
A new study reveals that consumers expect transparency from a life insurance purchase the same way they would for buying other retail products or travel.
Half of American workers could qualify for a key IRS tax credit, but many of them opt out. Here's why.
For a client who is ill or injured, filing a disability claim may come during a challenging time in his or her life.
Of course you have to market to your clients. But to what end?
Customers are much more interested in addressing their needs than being sold on your solutions.
Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
In recognition of National Women's History Month in March and International Women's Day on March 8, Transamerica released a study on retirement vulnerabilities unique to women.
One factor in particular can sidetrack a well-planned retirement portfolio. An annuity may be the solution.
There is no 'one-size-fits-all' retirement plan; each individual client deserves a customized solution that addresses their unique situation.
Clients often have questions around the taxable status of an annuity before they purchase.
A new report from Merrill Lynch and Age Wave says the average cost of retirement is 2.5 times that of the average house.
Life insurance carriers continue to discuss and evaluate the manner in which marijuana and e-cigarettes are addressed.
Better Prospecting! Advisors have an opportunity to fill the coverage gaps created by Social Security, Medicare and Medicaid.
Use these steps to get some very important people to contribute to your business.