Financial

Flipping The Awareness Paradigm

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As seen on LifeHealthPro.com   Anyone who is reading this is likely interested in, concerned about or befuddled by the life insurance industry’s growing problem of the underserved. As with any other large-scale problem, interested groups engage in activities to help the unaware become aware, then put forth solutions to help people do something about it. While   …Continue Reading


The High-Net-Worth Epic Fail: Gen Y’s Pink Slip

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As seen on LifeHealthPro.com Only you know how hard you have worked to earn the business of your high-net-worth clients. You made sure to involve their spouse at the right time. You got the business partners to buy in. You even brought along their CPA, so he/she wouldn’t kill your planning ideas. Congratulations. But what about   …Continue Reading


What Really Matters To Consumers Today

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The insurance industry has a love/hate relationship with fashion. When a new style of product comes out on the market, some companies and advisors adopt it early. Others look down their noses at it at first, but adopt it later, especially if all the cool kids are “wearing” it. I can relate — I thought   …Continue Reading


Fiduciary Standard: Burden Or Innovation Opportunity?

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The conversation about the fiduciary standard, i.e., worrying about the new burden of disclosure, could be missing an important point. We are expending a great deal of energy wondering who should be considered fiduciaries and for what services the standard should cover. For example, should people who sell fixed products or term insurance be fiduciaries?   …Continue Reading