Author Archives: Content Creator

Previously we posted about the announcement of the DOL’s Proposed Fiduciary Rule titled, “Improving Investment Advice for Workers & Retirees”. I have been receiving calls on what this will actually mean for those producers that use life insurance in a Qualified Plan.

Sometimes you just need a pregame talk to keep going. A good pep talk gets you psyched up for the big game. It gets you focused. It’s exciting. It brings the team together. And it can be valuable for your business as well.

Co-opting Artificial Intelligence as an Opportunity for Financial Service Professionals It is important to note the implementation of Artificial Intelligence and growth in robo-advising is disrupting the financial service industry. Platforms utilizing a combination of human advisors leveraging the technology of robo-advising will give clients more options, aiding higher levels of customer satisfaction and retention. […]

Is a 401(k) Loan in the Client’s Best Interest? Planners can use the three checklists to guide them when counseling their clients about whether to borrow, and whether to borrow using plan loans. The decision often comes down to not allowing debt to sacrifice future security in retirement and finding ways to mitigate adverse consequences […]

I’m an active runner. And I’m also not as young as I used to be. I notice that I get sore when I run. But I’m dedicated to improving my performance, so I get frustrated when I don’t hit my personal best.

Life Insurance for Business Owners: Inside or Outside? The reduced income tax rates for businesses have led many business owners to question whether it makes sense to accumulate life insurance values inside a C corporation or outside. But a closer look suggests that the benefits inside the company might not be as profound as owners […]