How to Connect With Your Clients’ Kid

31 Jul

With robo-advisors now so easily available, client retention can be a battle. If you want to stay relevant, build long-term relationships and provide value that clients can’t find elsewhere, think about the three most important things to every client. It’s usually their health, wealth and kids. Take the time to create personalized resources that equip your clients to educate their children on financial best practices, and you’ll stand out from the crowd while also cultivating stronger client relationships. More >>

4 Ways to Make Life Insurance More Affordable

29 Jul

You’ve probably been told time and time again that you should have a life insurance policy, but if you’re like many consumers, you’ve been putting it off due to one key factor: money. It’s true that life insurance isn’t always cheap, but there are steps you can take to make it more affordable. More >>

9 Things You Should Always Do on a Monday

26 Jul

No matter how tired you are on a Monday morning, you’ve got to admit—the first day of the week provides a refreshing opportunity to start anew. That feeling is particularly helpful when it comes to starting a diet, according to a University of Pennsylvania report. More >>

Life Insurance and the Foreign Nationals Market

24 Jul

Advisor interest in the foreign national space is on the upswing. This is good news since it’s arguably the most lucrative market the life insurance industry. It’s also good news that more U.S. life carriers are comfortable with foreign national business and are actually welcoming it. More >>

I Signed Up For $1 Million of Life Insurance Before I Ever Had a Family, and it Sounds Like A Lot – But If I Could Do it Again, I’d Get Twice as Much

22 Jul

When it comes to life insurance, signing up sooner rather than later is usually a good idea. The cost of life insurance typically only goes up as you get older, so I wanted to lock in the best possible rate in my 20s. While I didn’t have my family yet, I planned to have kids in the next few years and wanted to make sure they would be covered in case of a sudden loss of my income. More >>

16 Social Media Slang Terms You Really Should Know By Now

19 Jul

If you see someone posting a funny image of a cat lounging with sunglasses and some funny text like “TFW you’re off of work for a long weekend,” know that it’s translating to “that feel/feeling when.” It’s most commonly used in association with visual images that represent how someone is feeling. More >>

Best Regards vs. Kind Regards: How to Use Them Each in an Email

17 Jul

You write a masterful email. The subject line is uber-clickable. Your greeting is friendly without being overly familiar. And then you get to your sign-off. “Thanks” is too generic, “Sincerely” is too formal, and “Cheers” seems tired. “Best regards” and “kind regards” are two of your best options for business email signatures, but it can be difficult to know how to use each correctly. More >>

How Much Life Insurance Do You Really Need?

15 Jul

Like annuities, the subject of life insurance tends to be one of the most controversial, hotly contested financial planning topics, often sparking debates bordering on fisticuffs between purveyors of policies, and those who eschew the juicy commissions such policies frequently pay. More >>

15 Best Summer Books to Read in 2019

12 Jul

Whether you’re hitting the beach or relaxing at home, the long and lazy days of summer offer the perfect time to spend more time reading. From thrillers to memoirs, from romance to historical fiction, these are the books you’ll want on your reading list in the summer of 2019. More >>

23 Sales Podcasts Every Rep Should Listen To

10 Jul

After a long day at the office, Netflix is usually more appealing than cracking open a sales book or streaming a sales training video on YouTube. Fortunately, there’s a simpler way to learn new sales techniques without having to set aside extra time in your day – through podcasts. More >>