A recent whitepaper titled "Sustainable Withdrawal Rates for New Retirees in 2015" unearths some of the flaws of the 4%...
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Do you truly know your LinkedIn network or are you like many other financial professionals who have just collected LinkedIn connections over the years?
Funny jokes can make great opening lines when networking or speaking in public.
There are a variety of additional benefits to financial advisors from recommending the life settlement option to appropriate clients. Here are a few.
Here are a few tips on how to do your homework and investigate who your client is connected to.
Currently, less than 1 percent of the customers who tweet about their life events get a response or engagement from a relevant insurance company.
Too often, we simply take the current payout percentage and divide that into the required annual income to find a solution.
Do clients, prospects and employees see your firm the way you want them to?
You need people to understand exactly what it is you do ... and get known for it. Here's how.
These cities have low unemployment rates and high median household incomes -- which means their residents are prime prospects for financial advice.
Women, on average, are more than $268,000 short of what they need to retire comfortably at 65.
The latest assault on the “buy term” strategy took place at the RIIA's 2015 fall conference in Indianapolis.