The way the U.S. Labor Department’s proposed fiduciary rule is written would trigger confusion across the retirement industry, according to a comment letter by the Financial Industry Regulatory Authority. “These ambiguities will necessitate interpretive guidance on a wide array of issues, which the Preamble does not provide. … This fractured…
A serious consideration for those nearing retirement should be how they will pay for long-term care, writes Jane Young, a certified financial planner. Purchasing long-term-care insurance is an easier decision for wealthier people, but it “is more complicated for those who can’t afford to self-insure but want to protect their…
Does the thought of prospecting leave you overwhelmed and exhausted? Have you been told you should prospect, but you don’t know where to start? NAIFA Conference presenter Steve Kloyda will share the top sales and prospecting strategies he has developed, implemented, refined and tested from 35 years of experience and one…
Sales of traditional long-term-care policies decreased as sales of life insurance featuring LTC riders rose 4% last year, LIMRA says. Experts say such policies can be a good idea for some people, but have drawbacks. MarketWatch
Clients face a lot of stress these days, which can lead to questionable decisions, writes Joe Duran. He offers a discipline and impulse matrix as a way to prompt advisors and clients to get a firmer grip on their emotions when grappling with tough decisions. InvestmentNews (free registration)
Van Mueller will be presenting an educational workshop at this year’s NAIFA Conference in New Orleans. Listen to Mueller discuss a few of his great ideas that will be presented during his workshop. He will help you get more appointments and will help you know what to do once you’re…
Making small improvements to your workplace habits can over time have a dramatic effect on productivity, writes Sandhya Venkatachalam. Regular sleep, scheduled breaks, the elimination of distractions and using lists to prioritize tasks can each help. “Almost every habit is the result of small decisions over time. Very small improvements…
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