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October 2022

• New Study: Consumers Adopt "If Not Now, When?" Mindset for Financial Planning
• 4 Ways to Make DI Sales Easier
• Big Data and Fitness Apps - Pump Up Engagement and Boost Sales

September 2022

• Research to Share: Ideas for Building Inclusive and Supportive Workplaces
• How to Keep Clients Engaged
• Setting Your Clients Up for Success

July 2022

• Mid-Year Term Sales Report Card
• Quick Ways to Better Engage with Clients
• Sharing Resources to Further Client Relations

June 2022

• 6 Priceless Principles of Production
• Filling the Gap Left Behind by GoFundMe
• Study Finds Financial Insecurity Across Generations
• Accelerated UW: Set Your Clients Up for Success

May 2022

• How to Keep Marketing Spinning Up Business
• New Study Sheds Light on Mental Health in the Workplace
• How to Help Clients Proactively Reduce Taxes

April 2022

• Top 3 Consumer Concerns About Financial Advisors
• Reframing Can Help Clients Save More
• MDRT Study: Should We Be Worried About Technology?

February 2022

• Shifting Energy for a More Impactful Business
• New Study Reflects Financial Concerns by Consumers
• Talking Points for Long-Term Care Prospecting

January 2022

• New Report: Double-Digit Growth for workplace benefits
• Can Seniors live on Social Security for the rest of their lives?
• Are You Serving the Right Client in 2022?
• Where clients get their financial news matters

• Seeing the Business from an Australian Perspective
• MDRT Survey Shows More Focus on Understanding Finances
• What to do About the Reputed Medicare Supplements Plan F Death Spiral?

November 2021

• 80% Are Re-Evaluating Life and Finances, Study Suggests
• Tax Strategies to Ease Client Retirement Preparation
• Well-Balanced Planning is the Key to Successful Retirement

September/October 2021

• Positive Culture and Your Bottom Line
• Trust: The Forefront of our Business
• Optimizing Social Security Benefits

August 2021

• Study Reveals Optimism for Financial Recovery
  
• Social Security’s 2021 Snapshot
• Three-tier Emergency Preparation for Clients

July 2021

• The “Secret Sauce” of the Life Insurance Business
• Getting Your Clients on the Budget Bandwagon
• Making Your Website Work Harder for You

June 2021

• Bringing Life Back to your Marketing Plan
• Financial Planning: A Family Affair
• How to Change the Narrative Around Annuities
• New Study Reveals Health Priorities

April 2021

• 3 Ways to Empower Community and Grow Business
• Creating a panoramic view - using data to drive success

• Empathy and flexibility in client interactions

March 2021

• Seven Strategies for Marketing your Practice on Instagram
• Study Shows: Impact More Serious than Great Recession
• The Art of the Question: Unlocking the Key to Communication

February 2021

• New Research Shines Light on Unique Struggles of Rural Business
• 2021: Three Realities About Insurance
• Setting Larger-Than-Life Goals
• Competitive Edge: Consider These 3 Things

January 2021

• Continuing Market Volatility? Most Consumers Expect It for 2021
• Keep Calm and Prosper: Mindfulness and Other Tips for Resilience for Advisors
• Eight Business Lessons Worth Learning

November 2020

• BETTER PROSPECTING: Foolproof Script for Selling Return-of-Premium Term Insurance
• Trust Me
• Estimating Downside Risk Effectively

September/October 2020

• Watch Out for Promoters and Scammers
• Which Way to Success - Latest Product or Motivating Ideas?

• Real Ideas for Staying in the Game

August 2020

• Up ahead: Battle for new customers, or fight to keep current ones?
• New Study: Medical Professionals’ Financial Attitudes & Priorities
• Finding your Acres of Diamonds
• Commentary: Arbitrators, Litigators & Fiduciary Imitators

June/July 2020

• Uptick in Covid-19, Downtick in Life and Annuity Industry
• Annuity Compensation: Commission vs. Fees
• Poll Reveals Brokers’ Thoughts On the Importance of Policyholder Service
• Roth IRA Conversions May Trigger a Lawsuit

• Impact of Emotional Intelligence: New Harris Poll Study
• The #1 Financial Adjective Going Forward is Principal Conservation
• Too Far from the Core
• Using Available Tools to Meet Client Needs
• Don't Orphan Your Clients
• How COVID-19 is Impacting Life Insurers
• How Will Your Own Business Look Different?
• An Individualized Approach During Times of Market Volatility 

February/March 2020

• What Has Become of Us?
• Paying Bills is the Main Jugular Vein Issue in Retirement
• Don’t Let Procrastination Stall the Plan
• Is the Sky Really Falling?
• Compliance isn’t Science
• On the Horizon: The Perfect Financial Storm
• The SECURE Act Brings New Opportunities for Annuities

• Business Reasons for Giving Back

January 2020

• Benefits of Narrow-Mindedness
• 5 Essentials for Raising Annuity Business
• Silencing those Negative Voice in Your Head
• “What We’ve Got Here Is Failure to Communicate”

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