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    Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    written by J. Wesley Knowles

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand how customer service and interaction impacts the takeaway.

    This was not my first trip to the Disney Resort in Orlando, Florida. I received a Disney World Annual Pass as a birthday present in 2002. I became a repeat and loyal patron of the resort and would travel from Charlotte to Orlando at least three times per year for the thirteen years I kept the membership going. A kid at heart, I enjoy themed attractions, especially immersive experiences and thrill rides. That was the first enticement, the second was Disney’s commitment to unrivaled customer service. I had not realized how much it meant to my personal travel experience until it failed.

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    June 15, 2017
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  • Business Development

    Replacement Model Regulation

    by Paul Van Ginhoven May 30, 2017
    by Paul Van Ginhoven May 30, 2017

    This month’s Compliance Corner blog entry will focus on a topic that regulators are consistently concerned about: replacements of annuity contracts. Replacements, also referred to by some as exchanges or switches, occurs …

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  • Product R + D

    Life Insurance: Strategic Options to Balance Guarantees, Income, & Benefits

    by Chris Kite October 4, 2016
    by Chris Kite October 4, 2016

    How do you use life insurance to balance benefits, accumulation and income; and also balance guarantees and upside potential? We recently reviewed a presentation of how to combine Guaranteed Universal Life (GUL) …

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