Americans Say They Need This Much to Retire Comfortably
Americans believe they will need $1.27 million to retire comfortably, according to the latest set of findings from Northwestern Mutual’s 2023 Planning & Progress Study. That […]
Majority of Consumers Concerned About Financial Impact of Becoming Disabled
We insure our cars, homes, electronic devices, and even pets, but few people protect their income through disability insurance. According to the 2023 Insurance Barometer […]
Advanced Life Expectancy Calculator for Life Insurance Industry Launched by WeBuy75.com
WeBuy75.com, an Atlanta-based life settlement consulting firm, recently launched a new version of its life expectancy calculator, explicitly tailored to the life insurance industry. The new […]
Older adults willing to pay more in Medicare premiums to ensure cap on out of pocket drug costs
Over half of adults over the age of 65 (52%) are willing to pay more each month in Medicare premiums to allow a cap on […]
1 in 4 adults can’t name a single life insurer?
A LIMRA study finds 1 in 4 adult Americans cannot name a single company that sells life insurance and a majority (56%) are unable to name […]
3 strategies to protect a 401k in a volatile market: The Annuity Expert
Short Term Annuities With the recent dive in the stock market, some Americans are wondering how to protect their retirement savings that are exposed to […]
How to leverage generational diversity in teams
P. Palaveev, in his book “The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm,” says 10% of wealth management firms grow […]
Building your dream practice: How incremental progress can change your business
It can be difficult to see our own potential. Sometimes you can feel it or know that a transition is on the horizon, but as […]
How to develop a financial services practice through strategic acquisitions
Advisors who want to grow and develop their practices typically triangulate their strategies on tried and true marketing, prospecting and referral techniques to bring in […]
Fintech’s next steps
Fintech: the all-encompassing term for technologies powering innovation in the financial services sector. After the 2008 financial crisis, fintech slowly earned its merits as a […]