November is LTC Awareness Month! Now more than ever, LTC insurance options are a critical part of helping your clients plan for the future. Visit our page for resources from Life Happens and our carriers.
Analysts with the Stanford Longevity Project and and Principal Financial have come out with a new look at an old mystery.
You don't know why prospects pull back, but these actions help you position yourself for future business.
It's good to have handy expressions to make a point or get a conversation going.
Your clients were already thinking about this. Now they're thinking about it more.
Try these alternatives when you're not sure what to say.
Many of these have at least something to do with Social Security.
Wilmington Trust put together a guide for advisors and their clients.
These aren't obstacles needing to be flattened. They are concerns needing to be addressed.
Know the science, but connect with clients with the basics.
About 60% of survey participants told TIAA they're falling behind.
One reason: Look at what's happening out there with the pandemic.
Advisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
Everything works. Nothing works.
A new, pandemic-era TV commercial promotes the concept that 'every conversation with a loved one is a good one.'
The survey participants had no clue about how likely they are to need long-term care.
Sarting out in the business? A veteran planner shares ideas about how to last.
America is facing challenges. The president of the ACLI says life insurers are good at helping America with challenges.
Here are ideas for what to tell clients who are wondering about their financial health, too.
How much do you know about claiming strategies, spousal benefits and estate implications?
Knowing where all your clients' assets are located, even those held away, can significantly reduce costs for heirs.
More than half of the ones who took a survey said they would like to discuss family members' finances.
The bad news: The Situation. The good news: There's plenty to talk about.
Sure, everyone is doing them. The author says everyone is doing them because they work.
The author looks at finding your 'why' In the advisory world.
Brooke Shields is back as the spokesperson, and agents are already promoting the campaign on social media.
Here are ideas about what to do when clients don't want to do the sensible thing, because.
A financial services veteran says there's more than one way to choose your prospects.
In some cases, falling income may create saving opportunities.
Digital underwriting and the threat of COVID-19 led to a shocking increase in application activity.
Clients who are expecting may know they need advice. What about their parents?
Here ideas about making sure that clients understand you, and that you understand them
In the first of a four-part series, I look at why asking for referrals doesn't work and what to do instead.