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Secure Act's 401(k) Annuity Options: The Pros and Cons

More clients are likely to see an annuity option in their 401(k) plans soon, so it's important they're informed.

Should Clients Take a Lump-Sum Social Security Payment?

We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement.

Life Insurance and the Demise of the Stretch IRA

One estate planning door closed. You have the key for another one.

How to Win Back a Former Client

One possible way to get business: Talk to the clients who went away.

10 Things Advisors Can Do When Snowbound

You may be snowed in, but that doesn't mean you can't be productive.

Will the Secure Act Help You Sell Annuities to Small Employers?

...and 4 other questions about the 2020 U.S. annuity market.

8 Advisor Resolutions for 2020

How to strengthen your client relationships in the new year.

Yes, Virginia, Whole Life Insurance Is Worth It

The author objects to the idea that a diversified investment portfolio is highly likely to beat whole life.

10 Annuity Tax Facts You Should Know

Really, the most important one is the name of a great tax advisor. But here are some others to think about.

Trump Signs Secure Act into Law with Spending Bill

Along with sweeping retirement-planning changes, Secure allows 529 plans to be used to repay college loans.

What Life Insurance Agents Should Know About AI and Digital Analytics

An insurtech company executive makes the case that AI is here because, actually, you need it.

To Script or Not to Script

The author makes the case for standardizing what you say.

Skip the Cash Gift, Try a Kiddie Roth IRA for the Holidays

An often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.

Why Is Talking With Family About Money So Hard?

To get families talking, Lincoln Financial presented a social experiment.

Protecting Retirement Income Through Volatile Markets

Today, stock prices are high. That's not always true.

7 Ways to Fight the Holiday LTC Prospecting Blues

This can be a lonely time of the year or a bright time of the year. You decide.

5 Answers About John Hancock's New Diabetes Program

Hancock already has policyholders with diabetes. The new program adds coaching. And discounts.

Millennials' Declining Health Could Hurt the Economy: Moody's

Older millennials experience more chronic health conditions than previous generations did at the same age.

10 New Tax Number Changes for 2020, for Life and Health Agents

One of the changes involves a section that's gone missing.

Here Are 4 Planning Situations When Annuities Make Sense

Sometimes you need a butter knife. Sometimes you need a scalpel.

17 Ways to Keep Your Sales from Running Out of Gas

If you find yourself running on fumes... try to be extra nice.

10 Ways to Finish the Year Strong

When I was an advisor, my sales manager told me: "People who finish the year strong start the new year strong."

5 Easy Places to Find Prospects

You already visit some of these places. Put in a little extra effort, and you could reap big rewards.

Genworth's 15 Most Expensive States for Long-Term Care: 2019

The insurer found that the cost of in-home care rose faster than the cost of nursing home care.

Small Talk, Big Sales

Here are 6 lessons the author learned from one of the most successful insurance agents in history.

The Coffee Lover's Guide to Prospecting

Wine can lubricate relationships. So can other beverages.

Lincoln Financial Adds 2 Commission-Free Annuities

One is a single-premium immediate annuity, and the other is a deferred income annuity.