January-February 2024

It looks like 2024 is coming in hot. Fueled by the DOL’s proposed fiduciary rule along with possible changes in social security and interest rate adjustments. Continue reading…

This is the fourth attempt in 13 years to try and push financial advice toward a fiduciary, fee-only model. Unless we stop it this new proposal could threaten access to advice and products for millions of Americans. Continue reading....

LIMRA is forecasting total U.S. retail life insurance premium to grow as much as 5% in 2024 and 2025 as economic conditions and the regulatory landscape are expected to stabilize. Continue reading…

Whether you’re struggling to recruit members of Gen Z to your team or add them as clients, it can seem like you are on the other side of the chasm. Find ways to appeal to Gen Z’s sensibilities, and you might find the relationships you seek. Continue reading…

While December may be the most popular month forgetting engaged, the new year ushers in a different seasonal trend. January signifies the official start of “divorce season”. Continue reading…

Position yourself as an expert on retirement planning for business owners. Continue reading…

You can flip the entire process on its head, completely changing your mindset around asking for referrals. Continue reading…

Key things to consider when choosing a “doing business as” name. It’s more important than you may think. Continue reading…