life insurance

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How to find the best wholesalers and get the most out of your relationship with them

In the financial services world where there are mountains of products, advice and ideas, the right wholesaler can become your Sherpa, guiding you and your practice to the top. But, […]

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Study: Worries About Retirement Becoming a Global Trend

Almost half of today’s workers and retirees believe that future generations of retirees will be worse off than those currently in retirement (49 percent globally, 46 percent U.S.), according to […]

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Hot Practice Strategy: Helping Clients Pay for Parents’ Retirement

A growing number of Americans in their prime earning years are finding themselves faced with a financial obligation they may not have thought they would be responsible for: supporting their […]

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Retiree’s December Surprise: The Cost of Growing Old

http://www.nydailynews.com/life-style/urgent-understand-cost-growing-old-article-1.3886481 By Chris Orestis Many young, healthy Americans may not realize that they share something troubling in common with each other. There’s a good chance they could spend the later […]

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Debt Stands in the Way of Americans Saving for Retirement

            Americans want to save more money for retirement, but the biggest obstacle they face is the debt they have amassed – six-in-ten workers say […]

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Rebalancing Life Insurance: The New Strategy to Keep Clients Prepared

When you ask most clients what they think of when you mention rebalancing, you generally get answers around keeping their portfolios neatly divided between stocks and bonds to maintain the […]

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Accenture: Life Insurers Neglecting Middle Market

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The One Missed Step That Will Undo All Your Retirement Plans

Creating a will and an estate plan are critical steps to planning for retirement, but missing one important step could undo all the work you’ve done: making sure your survivors […]

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Houlihan Lokey Bullish on Life Insurance Secondary Market

A recent publication from the investment bank Houlihan Lokey highlights growing interest among institutional investors in the life insurance secondary market: The Evolution of an Asset Class. As Houlihan Lokey puts it: “What […]

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Your 2018 Resolution: Open A New Profit Center

In the eleven years our company has been in the life insurance secondary market, we’ve seen enormous change in how insurance is bought and sold. A range of factors have […]

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