Commentary

These strategies are consultative, not confrontational, and have stood the test of time.

A longtime agent has ideas about how to revamp the U.S. Department of Health and Human Services.

A goal for the post-virus recovery program should be the effective implementation of a workplace-based retirement option.

Let's plan for the worst (no guidance from Treasury) and hope for the best. Meanwhile, here are some ideas to consider.

You might be tempted to come up with a solution immediately, as they talk with you. Don't.

Clients are using Zoom and similar tools like never before, so advisors should be connecting with them this way, too.