May is Disability Awareness Month. It's a good time to educate clients about the importance of protecting their income. Visit our DIAM page for information and materials you can use.
The CEO says the company would work with "well-regarded third parties" to launch a new U.S. LTCI business.
Whether you work in a clothing store or in financial services, selling is selling.
A little certainty can be a wonderful thing.
Turn a situation that seems like a problem into an opportunity.
Families should think of “life insurance” as core to a sound financial strategy, not as an afterthought.
Here's how to stay on your prospects' radar, without being annoying, until they're ready to do business.
Jason Fichtner has this one (not so) weird trick for keeping retirees solvent.
The Secure Act removed the age restrictions on traditional IRA contributions. Here's what advisors should know.
Yes, divorced spouses (typically women) can claim spousal benefits if they meet the criteria.
The pandemic may have changed what consumers want to hear about.
A new study concludes: You may not get out what you pay in, but the real value is in the stability annuities provide.
One tip: Think differently. Another tip: Know what people are up against.
Some couples are going separate ways. Here's how to help them.
One group of retirees is particularly likely to change behavior as the RMD age rises, a study found.
The RSSA designation trains advisors on in-depth Social Security planning, including the use of software.
Many consumers without advisors want help with creating an emergency savings fund.
How to get people talking about themselves.
Widows, stay-at-home parents and divorced spouses have their work cut out for them.
They'll never know till they know, but here's a way for them to think about the question.
The first step is to get the participants' attention.
Talking over Zoom is one thing. Connecting is something else.
Fidelity has rolled out a month-long virtual pop-up series focused on a healthier financial future for women.
Keep these points in mind when you need a little extra motivation.
One key point is that federal income taxes may apply.
Claiming early can be tempting for retirees, who are worried about the solvency of Social Security.
Sure, leads are critical. Once you have them, what do you do with them?
One way to promote retirement readiness is to talk to members of Generation Alpha.
An annuity wholesaling veteran talks about what he's learned from YouTube.
The life insurer knows whether program policyholders are exercising. Someday, it could know more.
A leader of sales leaders talks about how financial professionals can win clients' trust.
The tax-deferred growth of its cash value and the guaranteed tax-free death benefit are among its advantages.
If only consumers understood what you can do for them.
To stay ahead of the curve, your clients need to watch for the curve.
Wanting you to act in their best interest is just the start.
In their wills, millennials appointed pet guardians, donated organs and chose cremation over traditional burial.
An annuity specialist looks at what retirement plan sponsors should know about in-plan annuity options.
This is a great time of year to look for gaping holes in their protection arrangements.
One prediction is that reliance on mobile devices will continue to grow.
A customer journey expert has ideas about the path the life insurance industry will be taking.
After a doozy of a year, here's what a "new normal" might look like on the retirement income front.
Also, check out three strategies for clients who must take benefits before their full retirement age.
Billing for end-of-life care can be confusing, even for a veteran long-term care planner.
Many corporations are moving their pension assets into annuities. Here's what you should know about these transactions.