It just occurred to me, while I was on a term-status phone call, to remind the producer about conversion. Interestingly, the agent said that she didn’t know what I was talking about. After an explanation, she asked for an illustration of what... Learn More
To manage the risk of suitability missteps, Richard Weber, president of The Ethical Edge, lists best practices brokerage general agencies can adopt to become better advocates for their clients and to manage expectations realistically. This is not always easy, given that IUL is a... Learn More
Did you ever think that you might be competing with Walmart for life insurance sales? Well, according to an article in the “The Atlanta Journal-Constitution” dated October 23, 2012, the nation’s Biggest-Box and MetLife have put together a pilot program in Georgia and South Carolina in which... Learn More
People seeking advice in our complex financial environment don’t expect any one advisor, agent, or planner to know it all. In fact, any single professional that holds one’s self out as a “one-stop-shop” is a bit suspect. No one can be an expert... Learn More