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News & Analysis
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Advisors find retirement income planning a challenge
Four in 10 financial advisors say having retirement income discussions with clients is very or somewhat challenging.
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West Virginia files 69 unclaimed property suits
Different from those in other states, the suits demand payment of penalties and punitive interest.
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Lawyers: RI client truthful when he pleaded guilty
The fraud case involves the use of variable annuities and so-called “death put” bonds that would pay out when a...
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House chairman sees IRS errors as part of pattern
A top House Republican charges that the IRS's tougher scrutiny of conservative groups seems part of a broader pattern of...
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House bill to require SEC, DOL fiduciary collaboration
SEC Chairwoman White noted the DOL would “ultimately make its own independent decision” regarding its fiduciary rule.
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Most 401(k) plan sponsors use social media
The use of social media for 401(k) information is highest among mid-sized plan sponsors, who represent plans with total assets...
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Features
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Get prospects to return your calls
Ever wonder why prospects don’t respond to your voicemail messages?
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Leaning in to get ahead
More women are becoming advisors. But challenges remain to achieving gender parity in the profession
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The full-service fiduciary
Under a fiduciary standard, advisors would do best by selling both investment and insurance products....
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Blogs
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What my mother taught me about health care
I could report and write about health care all day long — which, oh yea,...
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What’s the most creative marketing technique ever?
Consumers recently chimed in to tell us what have been the most creative marketing techniques...
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Advisors matter
Almost 80 percent of Americans who work with an advisor save for retirement versus 43...
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Brokerage More »
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Do you nurture prospects or just pester them?
Find ways to be valuable to prospects before you sell.
- 11 signs your deal is dead in the water
- Q1 is done. How’d you do?
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Practice Management More »
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Advisors find retirement income planning a challenge
Four in 10 financial advisors say having retirement income discussions with clients is very or somewhat challenging.
- Make your Friday count
- Plan for today, tomorrow and the future
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Regulatory More »
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What my mother taught me about health care
I could report and write about health care all day long — which, oh yea, I do — but my cancer survivor mother has taught...
- West Virginia files 69 unclaimed property suits
- Lawyers: RI client truthful when he pleaded guilty
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Sales & Marketing More »
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Get prospects to return your calls
Ever wonder why prospects don’t respond to your voicemail messages?
- Leaning in to get ahead
- What’s the most creative marketing technique ever?
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Social Media More »
Special Features
2013 Outlook As we move into a transition year, check out LifeHealthPro's conjectures for the life, annuities, health and disability markets.
The Complete ELNY Saga For more than two decades, the Executive Life Insurance Company of New York (ELNY) has been bled for billions of dollars while languishing in a state-imposed purgatory.
Life Insurance A-Z This alphabetical-themed infographic will help your clients feel more comfortable discussing life insurance protection concepts.
100 Best Sales & Marketing Ideas Whether you want ideas for referrals, generating leads or just listening to your clients better, we have the sales and marketing tips you need.
2012 Advisor of the Year Through a very thorough nomination process we look to find a top producer who is a true cornerstone of a community.
Senior Survey 2011 In this special section, find out how seniors build their nest egg, make an estate plan, finance their health care and where they live.
