This article is taken from the program I delivered at the IMCA Consultants Conference on March 3, 2004. If you ever wanted to make a name for yourself and show yourself as different and better – this is how you do it. But beware – it's only for the top tier of advisors!

Last month, I showed you the "Hierarchy of Marketing" model. This model shows you explicitly the level of sophistication in the different categories of marketing options.

Hierarchy of Marketing
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By Scott Wooldridge | May 20, 2024

Asset manager BlackRock has launched LifePath Paycheck, which gives employees access to guaranteed income through a target date fund, allowing DC plans to switch some of an enrollee's investments into an annuity at age 55.

Paycheck for life? New guaranteed income offering may be a 'gamechanger' for 401(k)s

By Samuel E. Cohen and Ryan P. Friel | May 13, 2024

The Retirement Security Rule, finalized on April 23, is polarizing and is sure to face significant legal challenges (one lawsuit has already been filed), because the rule applies a new, heightened fiduciary duty to the insurance industry.

DOL's new fiduciary rule: Already under fire from life insurance & annuity industry groups

By Kristen Beckman | May 07, 2024

According to the DOL, the new fiduciary rule levels the playing field for insurance agents, brokers, financial planners and registered investment advisors to adhere to a best interest standard when providing investment advice.

Retirement security rule: DOL defines the new role (and limitations) of a fiduciary
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