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  • Distilled Knowledge Distilled Knowledge

    What the insurance industry can learn from the bourbon shortage

    by Greg Ng

    It can be difficult to predict trends. Unfortunately, many brands across industries too often find themselves in a situation where they have to react rather than set the trend. read more
  • Women Require a Different, Dedicated Approach for Retirement Planning Women Require a Different, Dedicated Approach for Retirement Planning

    Many believe they simply cannot afford retirement

    by Erin Klein

    Only 17 percent of women believe it’s very likely they’ll have enough resources to live comfortably in retirement (and nearly one in five say they won’t be able to afford retirement at all). read more
  • Taming the ‘Elephant’ of Life Insurance Needs Taming the ‘Elephant’ of Life Insurance Needs

    Employees know they need life insurance, but are you communicating to your clients about the benefits of whole life coverage?

    by Pam Jenkins

    Even in today’s high-tech world, most of us would agree strong customer service is incredibly valuable as both a business and consumer. read more
  • Navigating Hazards on the Road to Retirement Navigating Hazards on the Road to Retirement

    Boomers counting on Social Security should plan for health care costs

    by Dave Giertz

    Nearly two-thirds of baby boomers nearing retirement are relying on Social Security as their only source of retirement income. That’s concerning. read more
  • Protect Your AUM Protect Your AUM

    How the risk of extended health events impacts your clients and your practice

    By Bob Klein

    Over the last few years, staid financial publications like Barron’s and The Wall Street Journal have begun talking about the risk baby boomers face … having an extended health care event in retirement. read more
  • Electing the Economy Electing the Economy

    How investors are finding the calm within the storm

    By Michael Kanigher

    High on the list of unpredictable and unusual current events is this year’s U.S. presidential election, which the entire country (and many throughout the world) I believe is watching evolve seemingly minute by minute. read more
  • A Conversation With Michael Freedman A Conversation With Michael Freedman

    A Fair Surrender

    by Carolyn S. Ellis

    In recent years insurance carriers have raised premiums in response to prolonged low interest rates and to meet reserve requirements, intensifying the pressure on seniors to lapse or surrender non-essential life insurance policies. read more
  • Tackling Trends in Benefits Enrollment Technology Tackling Trends in Benefits Enrollment Technology

    The fast pace of change is creating new best practices — and opportunities

    by Gavin B. Dean

    Today’s consumers are hard to please. They have high expectations based on their experiences with top retailers. read more
  • Glory Days Glory Days

    Athletic performance under pressure, a winning attitude and keeping an eye on the goal are traits that carry well into your career

    by Gregory J. McLaughlin, MS, CFP®

    Does having the opportunity to reflect on a game winning shot, goal, homerun or touchdown make you more likely to succeed in your financial life? read more
  • Pearls of Wealth & Wisdom Pearls of Wealth & Wisdom

    Understanding the planning needs of women by listening to their stories

    by Dawn Doebler, MBA, CPA, CFP, CDFA

    Emily is a soon-to-be-divorced mom of three children. Her sister, Claire is a perpetually single, high-powered attorney. Their oldest sister, Sarah is just about to become an empty-nester and is considering a new career now that she is turning 50. read more
  • Planning Around The Myths of Life Insurance Planning Around The Myths of Life Insurance

    Quite often, your clients are objecting for all the wrong reasons

    by Greg Riedel and Sean Scaturro

    With increased health care costs and the rising costs of living and investment volatility, your clients are facing more challenges and are equipped with fewer resources to count on to meet their long term goals. read more
  • Advising LGBT Americans Requires Informed Engagement Advising LGBT Americans Requires Informed Engagement

    Industry is learning to reach out and meet clients ‘where they are’

    The one-year anniversary of Obergefell vs. Hodges, the landmark United States Supreme Court case in which the court guaranteed the right to marry for same-sex couples in all 50 states, provided an opportunity to reflect on the evolving opportunities and financial landscape of the Lesbian, Gay, Bisexual and Transgender (LGBT) community. read more
  • Mom in the Middle Mom in the Middle

    Planning strategies for when the caregiver becomes the care recipient

    by Andrew Bucklee

    The image of mom as a caregiver is woven into the fabric of America. While mothers are often the primary care provider in households with children, today they tend to be the caregivers for their broader family as well – taking care of their spouses, and increasingly their aging parents. read more