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By Marc Silverman, CLU, ChFC |
December 3, 2012
For some clients, the extra cost can act as an "air bag" to protect their financial security.
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By Marc Silverman, CLU, ChFC |
August 10, 2012
Your clients need to be fully informed of new annuity prices and benefits before they can feel confident purchasing them.
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By Marc Silverman, CLU, ChFC |
June 5, 2012
There are a few things we can do as advisors to ensure our clients not only know what they are purchasing, but also feel confident we have their best interests in mind.
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By Maria Wood |
May 11, 2012
With the Neasham decision hovering over the industry, a group of experts suggested that advisors may need to record their sessions with senior clients.
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By Marc Silverman, CLU, ChFC |
May 7, 2012
Annuities remain popular with retirees and pre-retirees. But advisors must stay on top of changes in the marketplace to properly guide their clients.