Annuity myths have circulated inside financial (and client) circles for years. From misconceptions about what annuities are or how annuities address client issues, those who explore annuities for retirement planning may have to sift through some misinformation about the financial product.
Switching to e-applications (e-apps) can open a financial professional’s eyes to the ease and simplicity of efficient business solutions in the digital age. Sort of like how my eyes were opened when…
Tragedy and triumph in clients’ lives can be monumental and life-altering. This article alerts you to three dangerous planning mistakes—and issues that are too-often ignored or treated simplistically—resulting in disaster: Failing to…