We now offer the Promise Term Portfolio from Pacific Life Lynchburg!
While there’s no silver bullet to make prospecting a breeze, these are the methods your peers say really work.
A Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
Wondering where to start? Try this article
Maybe you've protected that client against a stock market downturn. What about a crippling stroke?
Having trouble getting the right people to buy the right annuities? You can fix that.
About half of U.S. adults have not even tried to estimate how much money they'll need to retire.
It can protect clients against dying too soon, and it can help solve many other problems.
A common, but under-used, protection product may be able to do more than you think.
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
Retirement planning is far from the only component of a robust financial plan.
Having difficult conversations, in a constructive way, can help your practice.
The clock is not a potential life insurance purchaser's friend.
The path to higher life and annuity sales may start with an effort just to be a great person.
U.S. adults ages 30 through 74 may prefer retirement planning to travel budgeting, according to a survey by Lincoln Financial.
The new law, based on HB 1077, includes amendments backed by the Life Insurance Settlement Association.
Many doctors are finding a serious gap between the benefits of traditional disability and the replacement of their true income.
In the book, “More Than Money,” Michael Cole tells how advisors can retain clients over generations.
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.