Use Technology to Stay in Touch With Clients Throughout the Year: Idea File
Michael Jans believes many professionals involved with the insurance sales and marketing need to work on balance. “They’re pretty good
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Expert Opinion
7 Factors That Could Shape the Annuity Market Going Forward
Earnings season for the first quarter came and went without annuities getting all that much attention. U.S. life insurers have been
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Connect Millennials’ Investment Mindset With Benefits
Millennials have faced one financial hurdle after another: the 2008 financial crisis, student-loan debt, soaring living costs and now financial
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If You Want to Reach Your Goal, Stop Stopping
Ioften talk with clients and in workshops about the “success formula” Napoleon Hill shares in his 1935 classic Think and Grow
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How Interest Rates Affect Growth vs. Value Stocks
Interest rates have moved higher on increased inflation expectations given the combination of a reopening economy and crazy amounts of
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How to Minimize Taxes When Social Security, RMDs Kick In
Today, more retirees understand the value of maximizing their Social Security benefits by delaying collection up to as late as
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The Making of the Complacent Agent or Advisor
Every office has at least one: The established agent or advisor who pretends to work. They have plateaued. They make
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Oscar Health Goes Public
Oscar Health Corp., a health insurer, began selling stock to the public this morning through an initial public offering. Shares
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Retirement Problems Didn’t Start With COVID-19
As the pandemic wore on and the economic fallout worsened, survey after survey tried to quantify the impact on Americans’ retirements. However, a paper
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A New Way to Provide Employee Health Insurance in the COVID-19 Era
A New Way to Provide Employee Health Insurance in the COVID-19 Era Individual coverage health reimbursement arrangements allow employers to
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