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  • Feds to Cut Medicare Advantage Plan Pay Over Health Score Creep
  • SEC Issues New Warning on Reg BI Compliance Failures
  • Whose Life Expectancy Views Drive Annuity Sales?
  • That Big New Spending Package and Medicare: A Medicare Customer Question
  • Capital Group Names New CEO
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Expert Opinion

Expert Opinion News 

The 4 Stages of Marketing Budgets

September 13, 2021October 1, 2021

How much should you be investing in your marketing? I have agent partners that spend anywhere from $1,000 per month

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Expert Opinion 

The Real Threat of Inflation in Retirement

July 26, 2021July 26, 2021

The risk of inflation in retirement is the risk that one’s nest egg won’t fund an expected lifestyle. According to

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Expert Opinion 

Harry Dent: Stock Market Crash Likely Within 3 Months

July 15, 2021July 19, 2021

It takes just “one extra snowflake to start an avalanche — and boom!” Indeed, according to Harry S. Dent Jr., aka

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Best Practice Expert Opinion 

LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech Roundup

July 1, 2021July 11, 2021

LPL Financial on Thursday announced a new feature in its centrally managed advisory Model Wealth Portfolio platform that it said

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Expert Opinion News 

Use Technology to Stay in Touch With Clients Throughout the Year: Idea File

May 25, 2021May 31, 2021

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

May 13, 2021May 31, 2021

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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Expert Opinion News 

Connect Millennials’ Investment Mindset With Benefits

May 9, 2021May 31, 2021

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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Expert Opinion 

If You Want to Reach Your Goal, Stop Stopping

May 5, 2021May 20, 2021

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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Expert Opinion 

How Interest Rates Affect Growth vs. Value Stocks

April 21, 2021May 5, 2021

Interest rates have moved higher on increased inflation expectations given the combination of a reopening economy and crazy amounts of

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Expert Opinion 

How to Minimize Taxes When Social Security, RMDs Kick In

April 7, 2021May 3, 2021

Today, more retirees understand the value of maximizing their Social Security benefits by delaying collection up to as late as

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Latest Stories

  • Feds to Cut Medicare Advantage Plan Pay Over Health Score Creep February 1, 2023
  • SEC Issues New Warning on Reg BI Compliance Failures January 31, 2023
  • Whose Life Expectancy Views Drive Annuity Sales? January 30, 2023
  • That Big New Spending Package and Medicare: A Medicare Customer Question January 28, 2023
  • Capital Group Names New CEO January 27, 2023
  • Web-Based Life Marketer Sues Swiss Re January 26, 2023
  • SEC Fines Bloomberg Finance $5M Over ‘Misleading’ Securities Pricing Product January 25, 2023
  • FINRA Asks SEC to Extend Use of Video Hearings January 24, 2023
  • Longtime Health Agent Group CEO to Leave Post January 23, 2023
  • DOL Indie Contractor Rule Would Cause ‘Significant Disruption’ January 21, 2023

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  • Equities (5)
  • Portfolio Construction (4)
  • Annuities (3)
  • Tax Planning & Strategies (3)
  • Annuity Planning (3)

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