Lessons from an agent who turned his career around Fresh out of school, David Johnson joined his father’s firm and became a successful insurance agent, but not without first facing a year of struggles, he says. Johnson shares the lessons that helped him improve his career and says he’s looking…
Commentary: It’s time to take more action in financial planning Financial advice often can be dispensed without resulting in action by clients, writes Dan Richards, who shares a seven-step plan aimed at improving planning. The method includes keeping clients actively involved, creating a simple and attainable mission, and then taking…
LTCI premium increases face regulatory evaluation Groups and regulators are looking at how companies are increasing premiums for long-term-care insurance. A National Association of Insurance Commissioners task force is studying the issue, and carriers could receive bulletins setting state guidelines for how older LTCI policies’ rates can be set, according…
Commentary: Estate-planning exemption will boost life insurance’s appeal The American Taxpayer Relief Act of 2012 provides a permanent exemption in gift and estate tax, Kenneth Cymbal writes. “Planning will become more income tax-driven,” and changes are creating a new environment that will increase the appeal of highly funded life insurance…
An adviser’s action plan to meet goals With the year half over, the pressure to accomplish 2013 goals is on. This article suggests three ways for advisers to maintain focus and develop an action plan, including hosting an educational event for clients and reviewing and improving client communication. OnWallStreet.com/The Prosperous…
Tips on advising widowed clients Losing their husbands can prompt many women to switch financial advisers or seek out advisers for the first time, writes Amy Florian, CEO of Corgenius. Financial advisers who try to understand clients’ grief may be more successful in earning their business, she writes. She urges…
Emotionally charged e-mails: Stop before you send Make it a habit to use e-mail for the exchange of facts, not emotions, and you will avoid a lot of trouble, writes Dave Grant, founder of Finance for Teachers. “As soon as any emotion comes into play, it is time to have…
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