local bank

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  Many investors ignorant about advisor compensation

  By Warren S. Hersch  |  February 26, 2013

  Almost one-third of the investors surveyed in 2012 indicated they were “not sure” how their financial services provider was paid.

• Fact-find before you sell

  By Drew L. Malkin, CFP, LUTCF  |  September 1, 2012

  Here’s how a holistic approach will lead to better relationships, more referrals and increased sales.

• Indexed life as a replacement for indexed annuities?

  By Sheryl J. Moore  |  August 1, 2012

  “The principal protection feature of indexed annuities is what consumers value most.”

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  Indexed Life as a Replacement for Indexed Annuities?

  By Sheryl J. Moore  |  July 10, 2012

  Why would you want your clients to pay insurance charges when they don’t need life insurance? That just screams, “suitability problems.”

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  Tailoring senior advice

  By Diana Scheel, CLU, ChFC, FLMI, FLHC  |  February 1, 2012

  What we call “seniors” actually includes multiple generations with a vast spectrum of historical experiences. The senior in her 80s will have lived through the Great Depression, which likely instilled in her frugal behavior. Meanwhile, the recently retired senior may be more optimistic and less likely to have experienced severe...

• Banks can offer prospecting success

  By Gordon Bess  |  June 21, 2011

  Michael S. Weisman, CFP, an insurance-based financial planner in St. Louis, suggests producers start looking at community banks as allies rather than competitors, and tap into a rich vein of prospects they might never reach otherwise

• Success story: Helping your clients SWAN (sleep well at night)

  By Stefanos Loisou  |  November 23, 2010

  A few months ago, I had the opportunity to really experience the client satisfaction and gratitude and peace of mind that our experience and caring can provide to the people who ask for our help.