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Stretch Your Clients' Tax Refunds and Get Them a Better Rate Than Bank CDs
This time of year — April in particular — presents one of the best opportunities to show your value ...
3 Reasons to Conduct Educational Workshops
One of the greatest challenges facing insurance and financial planning professionals is how to attra...
How to Help Protect Clients' Retirement Assets Through Volatility
There’s no escaping the news about increased market volatility and predictions of a bear market or r...
Why Every Advisor Needs to Know About NY Regulation 187
If you don’t sell annuities and life insurance in New York, you might think New York’s enhanced Regu...
Understanding the SEC's New Best Interest Regulation and What's Ahead
Advisors and brokers making investment recommendations will soon face new federal disclosure and com...
Here's Your Motivation to Make a Move With MYGAs
Multi-year guaranteed annuities (MYGAs) can be popular when consumers seek ways to protect their sav...
Are You Dropping the Ball With Long-Term Care Planning?
The need for long-term care (LTC) planning in the United States is enormous, and that means the oppo...
Your Pre-AEP Preparation Checklist
The Medicare Annual Election Period (AEP) is coming soon. Successful agents likely have their strate...
Client-Facing Resources for Life Insurance Awareness Month
More than 100 million Americans are living with a life insurance coverage gap, according to LIMRA. T...
Life Insurance Can Mitigate Clients' Retirement Risks While They're Living
You’ve probably spoken with clients about using life insurance to protect their loved ones from fina...
Why Sell Dental, Vision and Hearing Plans
If you’re not offering clients Dental, Vision and Hearing (DVH) coverage, it’s time to ask yourself ...
Understanding Dual Eligible Special Needs Plans (D-SNPs)
You’re likely hearing more about Dual Eligible Special Needs Plans (D-SNPs), as they are growing in ...
