Insurance

Getting Back to the Basics of Building Client Relationships

Building your client base, a mix of science and art, is at the core of every successful financial services practice. Even veteran financial advisors and insurance agents can benefit from...

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DOL

5 Ways The New DOL Rule Will Improve Retirement Advice

When news of the U.S. Department of Labor’s new fiduciary rule broke, reactions throughout the financial services profession were mixed. Some financial advisors were instantly overwhelmed at the...

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Retirement

Retirement Income Quiz Reveals Americans Have Much to Learn

Recently, The American College of Financial Services conducted a survey to test the average American’s retirement income planning literacy. Only 19 percent of respondents passed the quiz with a...

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Insurance

The Power of Positivity in Disability Insurance Conversations with Clients

Words are incredibly powerful. In discussions about disability insurance especially, the words a financial advisor chooses can make or break potential relationships. But the average American...

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DOL

Leveraging the DOL Rule to Prospect Millennials and Boomers

The U.S. Department of Labor’s new fiduciary rule provides credible financial advisors an immediate opportunity to differentiate themselves from competition when prospecting new clients. Trust and...

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DOL

Understanding the DOL Rule: BICE

The U.S. Department of Labor’s new fiduciary rule is poised to change the financial services landscape dramatically, however the rule does not draw bright lines of acceptable and unacceptable...

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Retirement

6 Disturbing Findings from America's Failed Retirement Quiz

Managing expectations and taking a proactive approach to improving clients’ overall understanding of retirement income planning is an important part of the responsible financial advisor’s job....

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Financial Planning

How and Why You Should Manage Your Client's Team

The professionals who hold documents and information necessary to complete in-depth analyses and develop a comprehensive financial plan make up your client’s “team.” These unofficial but highly...

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Retirement

Will Social Security Really Be Gone in 2035: What You Should Know

Viability of the Old-age, Survivors and Disability Insurance (OASDI) program casually referred to as Social Security, has come under fire as of late. Cynics predict that the program will go broke...

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