LIMRA research reveals some hard truths about how advisors view current technological solutions
Accelerated underwriting has opened new doors for insurance sales — but be careful with the pitch
Requirements have been eased for clients 50 years old and under who buy up to one million dollars in life coverage
Diversity is considered nice but not essential when there are bigger fish to fry, such as benchmark analysis and sales growth
Despite all the hype about robo-advisors nearly half of financial professionals cite no impact on the industry.
When you think about your business as a client, would you change the game for yourself and your prospects? Here’s what you have to do to be truly client-centered.
Going the extra one per cent separates good advisors from great ones.