How GIPS Can Help Advisors Boost Client Confidence
Under GIPS, an advisor uses a time-weighted rate of return to calculate account/portfolio performance. This metric takes investor behavior out...
life insurance
A Guide to Marketing a Life Insurance Business
Last Updated on February 4, 2023 Marketing a life insurance company can be a challenging task, as the topic of...
Secure 2.0 Adds RMD Flexibility for Surviving Spouses
What You Need to Know Secure 2.0 has added options for surviving spouse beneficiaries to be treated as the deceased...
Why life insurance is the ultimate Valentine’s Day gift
What are the components of a great Valentine’s Day gift? It should be romantic, personal, intimate even. It should demonstrate...
When Markets Are This Hot, Should You Jump In?
The traditional favorable start to financial markets in 2023, due to investor fund inflows that typically accompany the new year,...
Wade Pfau to Step Down as Full-Time Professor
What You Need to Know Wade Pfau revealed this week that he will turn his primary professional focus toward developing...
Common Misconceptions About Disability Insurance
According to the CDC, 61 million American adults live with some type of disability. With such a large part of...
Equitable, Lincoln and Security Benefit Add Products for Stability Seekers
Big life and annuity issuers, and some smaller players, are breaking through the financial services sector’s stunned silence with talk...
What is supplemental life insurance, and should you buy it through work?
Does your work offer supplemental life insurance? Wonder if it’s a good deal? We have the answers.by Louis Wilson January...
5 Questions Single Parents Have About Life Insurance
Parenting is a challenging but rewarding journey for just about anyone who embarks on the adventure. And the journey can...
