Category

Niche Markets

Category

You don’t exist if you’re not using online video consistently. Since 2015, online video has been the most-used medium to reach consumers for education and entertainment, surpassing written content on the same subject matter. And while Boomers have finally discovered the Internet, Gen X, Gen Y and Millennials dominate the viewership.

Steve Savant puts his industry advocate hat on and vents his displeasure at what he views as the unfair propaganda of the securities industry against annuities in the public domain. Editor’s Note: The opinions expressed here are those of the author, Steve Savant, and not necessarily those of…

Transforming a life insurance product may be beneficial for clients who fall into one of these situations As you strive to meet your client’s changing needs, it can be in everyone’s best interest to identify those with a term life insurance policy eligible for conversion to a…

For starters, this strategy can immediately maximize the value of your client’s assets they intend to leave to their heirs. Here’s a look at what kind of clients it is best suited for, and some of the problems it can solve. The retirement landscape in American is changing.…

Families with special needs are just like every other family – except where they are not… Here are some extra considerations when working with families who have children with special needs, courtesy of a top producer with experience in the field. Families that have a child with special…

Who better to help advisors who aspire to build a practice full of high net worth clients than advisors who are already doing so successfully? That’s kind of the logic behind this issue’s Producer Roundtable, featuring a trio of advisors who have all achieved MDRT status for at…

High Net Worth individuals are everyone’s favorite prospects. Fortunately there are plenty to go around. According to Money.com, in 2016 there were 4.8 million millionaires in the United States. According to Reuters, in 2014 there were 285,000 financial advisors. Assuming an equitable distribution (and no advisors were millionaires)…