Guest contributor Eileen Shovlin, regional director at Crump Life Insurance Services.
A mentor once told me to “go where people are not going,” and I’ve kept this advice in mind as I work to help financial professionals grow their businesses. Our discussion focused on how to grow your new client business by going where people are not going: serving the female investor. More>>
While the LGBTQ+ community has made much progress over the past decade in terms of legal protections, thanks in large part to a few different favorable rulings from the U.S. Supreme Court, when it comes to many measures of financial security LGBTQ+ individuals still lack equality with the general U.S. population. More>>
Retirement can account for one-third or more of your clients’ adult lives, and those years are not cheap. Property taxes rise in tandem with increasing property values. Then there are health care and increasing prescription drug expenditures on top of long-term care expenses.
It’s no surprise that most Americans do not have enough money saved for retirement. Walking your client through these four steps can help them figure out how much to save (and, eventually, how much to withdraw). More>>
Guest contributor Mike Rusk, senior vice president, internal sales, financial institutions channel at Crump Life Insurance Services.
June is Pride Month for the LGBTQ+ community. This year, I took time to be more reflective than in years past and thought about what Pride truly means to me. I am proud of the people who came before me who were brave enough to stand up against the injustices and inequities between the LGBTQ+ and heterosexual communities.
As a professional working in financial services, I also take pride in being part of an evolving industry, particularly a company that recognizes the value of diversity, equity, and inclusion across many aspects of our business. More>>
Fidelity Research identifies significant gap: Americans will need seven times more than they expect to pay for health care costs in retirement. More>>
Guest contributor Brooklynn Slaughter, direct sales representative at Crump Life Insurance Services.
With a shift toward new digital sales techniques and technologies, it’s easy to forget the value of traditional cold calling in building business relationships. Cold calling has been around for years, and in the world of insurance, we continue to lean on this method because it works.
Here are three recommendations to help you achieve cold-calling success. More>>
Guest contributor Rick Wilson, annuity wholesaler, at Crump Life Insurance Services.
Fixed indexed annuities have become popular financial solutions for advisors to address client goals of safe investment returns and lifetime income. FIAs offer owners the ability to earn higher yields than fixed annuities if the markets perform well, while typically providing some protection against market declines. With the increased popularity of FIAs, insurers have become more creative in some design of FIA features and benefits. More>>
Life Happens and other groups are trying to remind consumers — and insurance agents, and retirement planners — that just about all positive financial decisions depend on a worker’s ability to earn a paycheck.
Life Happens is offering financial professionals and other campaign supporters access to a free package of education support materials, including flyers, brochures and social media-friendly graphics. More>>
In the next few months, a new class of medical students will graduate and enter into their residency or fellowship programs.
As they prepare for the beginning of their careers, many establish relationships with a financial advisor to protect the investment of time and money they have made in their education that should eventually reward them with long and lucrative careers.
One way you can help your medical resident clients solidify their financial plan is by offering income protection through individual disability insurance. More>>