Question: Michael, I don't care about all that psychology stuff. I don't want to change how I naturally communicate. I just want to set more ...

In a rapidly changing industry, it's easy for yesterday's innovation to become tomorrow's inertia. Today, I believe that observation applies to many financial advisors who ...

FreeERISA creates opportunities to demonstrate your services to plan decision-makers. One such service, which we'll call the "2F Opportunity," can help many plan decision-makers sleep ...

It's hard to believe that some top financial advisors are ignoring one of the hottest financial products of these times. It's even harder when you ...

Do you believe trends have a way of recycling every 20-25 years? If so, and you've been in this business less than a quarter century, ...

In 2003, a big story in financial services will be life insurance company financial strength. Why? Two answers-one long, one short.Long answer: Life insurance and ...

Contrary to what you may have read in the financial press, tax-deferred annuities are far from dead. According to LIMRA, fixed and variable annuities raked ...

Former bankers are moving into credit union CEO positions. More may be on the way. Page 19.