Was 2023 a good year? Were goals met? Have you set goals yet for 2024? Do you have a plan in place t...
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Slow seasons or down time don’t have to result in a sales slump for independent insurance agents and...
The purpose of the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Tra...
Reviewing clients’ annuities can be especially fruitful for both clients and your business right now...
Choosing a field marketing organization (FMO) is one of the most important decisions you’ll make as ...
Hundreds of thousands of educators are underserved with their 403(b) retirement accounts, and many o...
Converting money from a traditional retirement account to a Roth account is not a new retirement pla...
Senior Market Sales® (SMS) is always thinking of ways to position insurance and retirement planning ...
The Latest DOL Fiduciary Advice News Regulators continue to debate the definition of “fiduciary,” ev...
Annuities are a great way to grow your business and help your clients get the most out of their reti...
This time of year — April in particular — presents one of the best opportunities to show your value ...