Blog

For financial advisors who offer guidance on 401(k) plan assets, individual retirement accounts or other qualified monies saved for retirement, phrases such as “fiduciary duty” and “impartial conduct standards” took on new meaning starting June 9, 2017. That’s when the first phase of the highly-publicized DOL Fiduciary Rule went into effect requiring advisors to recommend solutions that are in the “best interest of the client.” READ MORE

As a successful agent, you recognize that your livelihood as a producer hinges on your ability to identify each customer’s pain points and to recommend a solution. While sales calls may not seem difficult to others, building rapport over the telephone requires active listening skills and the use of best practices for customer retention...READ MORE

It’s a fact. Alzheimer’s disease is one of the costliest chronic diseases in our society. With the month of June having been declared “Alzheimer’s & Brain Awareness Month” by the Alzheimer’s Association, this is also an appropriate time to discuss how many families are turning to life settlements to help fund residential care for their loved ones suffering from Alzheimer’s and other forms of dementia...READ MORE

April is National Financial Literacy Month. April is National Financial Literacy Month, and for those of us in the financial services industry, we have a responsibility to broaden awareness of the importance of sound money management and proper financial planning...READ MORE

As the word on the street continues to spread that the life settlement industry is picking up steam, more and more producers and financial professionals are taking a second look at life settlements for clients with policies they no longer want or need...READ MORE

As the secondary market for unwanted permanent life insurance policies continues to generate broader awareness among senior clients and their agents, many consumers and their advisors may not be aware that a term life insurance policy (if convertible) may also qualify for a life settlement...READ MORE