We have customized materials you can use to incorporate life reviews into your practice.
Some clients may want more flashy base stealers. Some may prefer to add slow-and-steady catchers.
Here's a tool that may help you build relationships that cross generations, and professional silos.
Millennials who are counting on an inheritance may be in for a rude awakening.
The trick is to get the attention of consumers who think Google and Facebook have all the answers.
There are plenty of 'them' out there, but they come in many different varieties - and sub-varieties.
The question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.
Product pricing is complicated, but a quote tool can give you and your clients something to talk about.
Annuities are designed to reduce risk. How do you help clients understand that?
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?