Life »

Michael Fischer
Estate planning for the modern family: It’s complicated, and advisors fall short
Article posted by Michael S. Fischer
UBS study says advisors have opportunity to address changing family dynamics in U.S.

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Health »

Andrew Gilmore
Two ways to attract new disability insurance clients
Article posted by Andrew Gilmore
A recent LIMRA study casts an encouraging light on the opportunity for advisors to help clients find firmer financial footing.

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My Practice »

Greg Preite
Are you courting prospects or pushing for a marriage commitment?
Article posted by Greg Preite
It’s rare that rational, level-headed adults make major decisions on an impulse — especially decisions that impact their future.

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Retirement »

Warren Hersch
The DOL fiduciary rule: reactions from 4 industry associations
Article posted by Warren Hersch
The associations contend that the rule's “substantial costs” and "burdens" will prompt many brokers to exit the business.

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Annuities »

William Byrnes
Pros and cons of the longevity annuity contract
Article posted by William H. Byrnes, Esq.
There is no such thing as a perfect retirement income planning tool, and since the QLAC is a relatively new product, it’s more important than ever that advisors have a concrete understanding of the potential benefits — as well as the potential objections — to including a QLAC in a client’s retirement savings account.

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