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A top female producer affiliated with Ohio National Financial Services shares some of her best practices for building strong, lasting relationships with women clients.
Rep. Joe Wilson (R-SC) introduced a bill on Jan. 6 seeking to delay the DOL Fiduciary Rule’s April 10 effective date by 2 years, which would give Republicans time to craft a repeal of the controversial rule.
IRI and Fiduciary Benchmarks announce new tool to evaluate benefits and fees for IRA recommendationsNew tool for IRAs to help with regulatory compliance under the approaching DOL Fiduciary Rule.
The beginning of a new year is a natural time for people to review their financial situation, including their life insurance. LIMRA data shows people crave help from a professional to make sure they are on the right track.
New research shows 9 in 10 think they will continue to manage at least a portion –even if they don’t have an established relationship with heirs – leaving AUM at risk.
The first of what could be three or possibly more sets of “Frequently Asked Questions” about the new Fiduciary Rule have been posted by the Department of Labor, which is linked in this article.
In opening remarks at LIMRA’s 100th annual meeting this week in Chicago, Robert Kerzner says the two currently most influential generations require companies to follow separate strategies to reach each one.
Americans are more likely to want to pay a flat fee up front for advice rather than pay an hourly rate, an annual percentage of assets under management, or through commissions. But Americans have an unrealistically low expectation about what they should pay for advice.
Retirement Planning Forums Topics
I really don't know many of the retirement planning tools that are out there, but it seems like the few I've come across, none of them have the ability to include indexed annuities in a retirement plan. Pretty much all of them can include a systematic withdrawal percentage from a stock/bond portfolio. Many others can include variable annuities either with or without an income rider. But are......
Hey all, I'm looking to create a brand and an online presence this year and need a little direction. Currently I don't have a website. My reasons for creating a website are: generating leads for new prospects, staying in front of existing medsupp clients, and creating a source of valuable information on other areas of interest like retirement planning, social security, annuities, etc. in order......
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