Article Library

Most Viewed Articles

Christopher P. Hill, RFC
Important checklist when faced with a death
Article posted by Christopher P. Hill
Losing a loved one is arguably one of the most difficult experiences in life. In addition to coping with the grief and loss of a loved one, there are also a variety of challenging tasks and important financial decisions to be completed.
Nick Thornton
Will DOL fiduciary rule compliance dates be delayed?
Article posted by Nick Thornton
Sources familiar with talks between lawmakers and industry stakeholders say consideration is being given to delaying the implementation dates for the Department of Labor’s fiduciary rule.
Brian Leising
The Eight Elements of Extended Care Riders
Article posted by Brian Leising
Here are eight of the major distinguishing features of extended care riders offered on life insurance contracts. All include some combination of the eight elements. This allows you to find the right formula for each client.
Curtis Hawks
Ten best practices to boost your email marketing activity
Article posted by Curtis Hawks MBA
Many advisors miss opportunities to get the most out of their email. Here are ten best practices for email marketing.
Marlene Satter
Investors, advisors 'miles apart' in return expectations
Article posted by Marlene Y. Satter
Study says advisors also fear new regs and some are planning to leave the industry
Christopher P. Hill, RFC
4 Reasons Seminars are the BEST Way to Grow Your Business
Article posted by Christopher P. Hill
Although we know most people need our services as much as we need their business, we have to go out and find them.
More Articles

Most Recent Articles

Warren Hersch
Outside vs. inside sales: For DOL it’s a key distinction
Article posted by Warren Hersch
Last adjusted in 2004, the DOL overtime rule is expected to affect 4 million-plus workers, including nearly 1 in 5 (19 percent) of staffers employed in insurance and financial services.
Nick Thornton
Will DOL fiduciary rule compliance dates be delayed?
Article posted by Nick Thornton
Sources familiar with talks between lawmakers and industry stakeholders say consideration is being given to delaying the implementation dates for the Department of Labor’s fiduciary rule.
Kristen Beckman
6 tax-law time bombs that could impact IRAs
Article posted by Kristen Beckman
The 2017 Congressional budget proposal includes six little-known but important tax time bombs that could affect your clients’ individual retirement accounts
Stephanie Shields
Monitor and adjust: 4 Ways to ensure workers are getting the most out of their benefits package
Article posted by Stephanie Shields
An Aflac study found that 9 out of 10 people chose the same benefits year after year due to limited understanding of their options. This presents an opportunity for brokers to help ensure employees understand the fundamentals, outline the plan design choices and help employees estimate their total out-of-pocket expenses for their selection.
More Recent Articles