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More than a pink font: Selling to women
Women tend to live longer, run a bigger risk of outliving their savings, and might earn less than their male counterparts in their lifetime. Women also are likely to have spent fewer years than men in...
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Help clients keep sequence-of-returns risk from sinking their retirement
Since the start of 2022, we’ve seen rampant volatility in markets and an overall decline of more than 12% in the S&P 500. Although this situation highlights the potential impact of...
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10 questions carriers don’t want you to ask about life and LTC insurance
We have seen plenty of discussion recently about the growing need for long-term care; rising costs of care, demographic changes and legislation are top of mind for many brokers and employers in 2023....
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Redefining life insurance for high-wealth clients
David was raised by his paternal grandmother near Birmingham in the English Midlands. She left him the equivalent of several million dollars when he was in his late twenties and by then a U.S....
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VUL is a Swiss Army knife for small-business owners
Balancing cash flows with costs has always been a challenge for small businesses. But stubborn inflation and turmoil in the banking industry now are making it more difficult for entrepreneurs to access...
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What every advisor must know about underwriting
Although most advisors are familiar with life insurance’s financial protection and planning benefits, they can be surprised by the complexity of the medical underwriting process and the frictions of...
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