With every new year comes a laundry list of new trends that will impact the way many of you will do business. Emerging tech, demographic shifts, and...
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Act into law. The SECURE Act marks the most significant...
Drip email campaigns, direct mailers, seminars – these are among the most popular marketing strategies producers use to connect with new prospects. But it...
Advertising for financial advisors might soon enter the 21st century. The Securities and Exchange Commission voted in early November to propose amendments...
The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will be bombarding consumers with ads...
Another Look at “Indexed Annuities: Consider the Alternative”
We continue to talk about, and continue to get requests for, a whitepaper titled “Fixed...
Seminar marketing is an effective prospecting and conversion tool for advisors. Getting in front of a roomful of engaged consumers can help boost brand...
As we approach 2020, an important deadline nears. No, it’s not the presidential election. It’s the complete transition to the 2017 CSOs.
Credit agency Equifax announced yesterday that it suffered a data breach affecting 143 million U.S. consumers.
The hack exposed names, Social Security...
There is truth in the old adage “only two certainties exist in life: death and taxes.” While there may not seem to be a lot of positivity around death...