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  • Wealth, and the Evolution of the Agency Mission Wealth, and the Evolution of the Agency Mission

    Advanced planning strategies for the evolving high net-worth marketplace

    by Derek Archey CFP

    I was watching a movie trailer for one of the new superhero films and the hero, as a joke, tried to change into his superhero costume inside of a phone booth. The process took so long, he failed to prevent a robbery. read more
  • A Conversation With Steve White A Conversation With Steve White

    Complex Families

    by P.E. Kelley

    Feuds among heirs over inheritances seem par for the course when a celebrity dies, but a new report released in April by BMO Wealth Management makes it clear that such scenarios aren’t limited to Hollywood. read more
  • Tools Of The Trade Tools Of The Trade

    Things just turn out better with the right professional

    by Clifford P. Ryan CLU, ChFC, RHU and Stephen N. Mathieu ChFC, CLU, RHU

    Say you’re going to play in the Masters Golf Tournament and you can choose between having Phil Mickelson’s golf clubs or his ability. Which would you choose? read more
  • Financial Planning for Clients in Transition Financial Planning for Clients in Transition

    How do you best advise someone in times of divorce, loss of spouse or career change?

    by Erica Mellone, CFP, CLTC

    Change can be exciting. However, change can also be difficult and emotionally draining. Most life events will have an effect on one’s financial situation, sometimes without the client noticing or fully understanding the changes. read more
  • The Big Lie of Retirement Planning The Big Lie of Retirement Planning

    What if everything people were being told about retirement planning was not true?

    by Damien LaTanzi

    Well, maybe lie is too strong a word. Perhaps misleading is better… or outdated. There, that’s it; outdated. Everything we’re being told about retirement planning is outdated. read more
  • For Generations, Labels Can Be Deceiving For Generations, Labels Can Be Deceiving

    The age may be the same, but it’s often more about the stages of life

    by Cecilia Shiner

    Are you a Millennial, Generation X, Baby Boomer or Silent Generation consumer? Or, do none of those labels describe you? read more
  • Women & Life Insurance Women & Life Insurance

    Why advisors should focus on this important client subset

    by Caroline McKay, JD

    Women today are more highly educated and financially empowered than ever before, but evidence suggests that their financial planning needs are not being met. read more
  • Thanks for Asking – But I Have Group Disability Thanks for Asking – But I Have Group Disability

    Debunking the myths of adequate income-protection

    by Dick Weber, MBA, CLU, AEP (Distinguished)

    After a 50-year career in the life, disability, long term care and annuity business, I thought I’d heard all the excuses. My favorite objection for buying disability coverage was, “It won’t happen to me.” I can deal with that. read more
  • Why Are There No Drones in Life Insurance? Why Are There No Drones in Life Insurance?

    For technological adoption in this industry, 34 of the past 35 years have been relatively quiet…

    By Tom Scales

    As an analyst, I have the opportunity to spend time with and talk to a wide range of people in the insurance industry. I regularly speak to carriers and vendors in the space and also get the opportunity to learn from agents selling in the space. It is a wonderful role, as I get an outside, and inside, view of the entire industry. read more
  • How to Advance Women to the C-Suite How to Advance Women to the C-Suite

    Fixing gender disparities in the upper ranks

    by Cindy Schipani

    U.S. business suffers from a gender paradox. Studies show companies with gender parity on boards and in the executive ranks outperform male-dominated ones. Yet, women represent only 9 percent of top management positions and 5.2 percent of CEOs of Fortune 500 companies. read more
  • LTCi: Not Your Average Voluntary Benefit LTCi: Not Your Average Voluntary Benefit

    Selling long term care insurance in the workplace requires a unique strategy

    by Brian Harrington

    Long term care insurance holds the distinction of being so different from other voluntary benefits offered by employers that it requires a different approach to selling to the workplace – one centered around education, multiple touch-points and a dedicated enrollment period. read more
  • Planning for the Phases of Retirement Planning for the Phases of Retirement

    Will the Income from Your IRA Last Two Lifetimes?

    by Brandon Buckingham, JD, LLM

    With nearly 10,000 baby boomers turning age 65 each day,1 more Americans than ever before will be transitioning from the accumulation phase of retirement planning to the distribution phase of retirement planning. read more
  • Nonqualified Benefit Plans – One Size Does Not Fit All Nonqualified Benefit Plans – One Size Does Not Fit All

    Engineering stability, and retention, with SERPs

    by Randy Kohls

    Employers have long struggled with the ability to attract, retain and reward key talent at their company. Government limits and restrictions on the amount that employees and employers may contribute toward qualified retirement plans, such as an IRA, 401(k) or 403(b), leave many highly compensated executives – usually key executives – without enough retirement income to sustain their current standard of living. read more