Stretching dollars abroad
Ecuador, Panama and Malaysia top the list of foreign retirement destinations based on research by a U.S. firm. Retirees can live cheaply while enjoying amenities…
- By: Clare O’Hara
- November 12, 2013 November 6, 2019
- 14:25
Latest news in Special Reports
Senior marriages need caution
Longer, healthier lives are leading to more late-life marriages. But the financial implications can devastate families
- By: Clare O’Hara
- November 12, 2013 November 6, 2019
- 14:20
Powering Ahead: The next wave of seniors vow to live long — and prosper
Get ready for a whole new world of advising. With life expectancies now commonly stretching well into the 90s, financial advisors need to update their…
- By: Jade Hemeon
- November 12, 2013 November 6, 2019
- 14:11
For love and money: Working seniors
Many boomers are reluctant to stop working. Increasingly, fewer have to
- By: Susan Yellin
- November 12, 2013 November 6, 2019
- 14:06
Home, sweet home. Is it doable?
More and more boomer clients are vowing to avoid the traditional decision to downsize out of their longtime home
- By: Catherine Harris
- November 12, 2013 November 6, 2019
- 14:01
Seniors’ guidelines coming
Regulators are reporting a large number of complaints involving seniors’ accounts. Following a recent meeting on the issue, they are developing new guidance for advisors
- By: Rosemary McCracken
- November 12, 2013 November 6, 2019
- 13:46
Ruta’s Rules: Are your sales gimmick-based or values-based?
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice.…
- By: Jim Ruta
- November 11, 2013 October 30, 2019
- 16:25
Equity-income roundtable: The changing interest rate environment
Part one of three-part discussion with three equity-income fund managers
- By: Sonita Horvitch
- November 11, 2013 April 6, 2019
- 10:40
IFB Summit: Retirement income planning adds value to client relationship
Daryl Diamond, retirement income planner, Diamond Retirement Ltd., explains that retirement income planning — managing income streams during de-accumulation in a proper and tax-efficient way…
- By: Daryl Diamond
- November 8, 2013 April 6, 2019
- 10:30
Fine-tuning your referral process
Don’t over-emphasize your quest for new business
- By: Wendy Cuthbert
- November 7, 2013 November 17, 2019
- 11:25
IFB Summit: Two top regulatory issues facing advisors
David Di Paulo, securities litigation partner, Borden Ladner Gervais, discusses two major regulatory concerns facing advisors. He discusses the impact of current legislative changes regarding…
- By: David Di Paulo
- November 7, 2013 April 6, 2019
- 10:30
Choosing meaningful gifts
Learn details of clients’ lives to get inspiration for gifts that will be enjoyed
- By: Tessie Sanci
- November 7, 2013 November 16, 2019
- 06:00
IFB Summit: Regulators look to reviews
The new emphasis on reviews is part of a broader effort by regulators to make rules based on evidence
- By: Megan Harman
- November 6, 2013 April 6, 2019
- 17:10
IFB Summit: OBAs in compliance spotlight
Dealers and advisors should take steps to ensure they’re operating in compliance with rules governing outside business activities
- By: Megan Harman
- November 6, 2013 April 6, 2019
- 11:50
A referral strategy that works
Cloning your top clients calls for soul searching
- By: Wendy Cuthbert
- November 6, 2013 November 17, 2019
- 11:20
IFB Summit: Is the Internet replacing advisors?
Rick Forchuk, special advisor, distribution practices, Empire Life, cites several studies that show that the Internet is not replacing advisors. He explains that consumers are…
- By: Rick Forchuk
- November 6, 2013 April 6, 2019
- 09:45
Deciding when to give clients gifts
Consider giving gifts at different times of year to ensure the gesture doesn’t get lost during the holiday season rush
- By: Tessie Sanci
- November 6, 2013 November 16, 2019
- 06:00
IFB Summit: Online insurance sales no threat to advisors
Given its complex nature, the majority of consumers need advice when purchasing insurance
- By: Megan Harman
- November 5, 2013 April 6, 2019
- 16:25
IFB Summit: Living benefits talk essential for advisors, clients
Address living benefits as part of an annual review of a client’s overall insurance needs
- By: Megan Harman
- November 5, 2013 April 6, 2019
- 14:15
Giving gifts can strengthen relationships with clients
A meaningful gift can leave a lasting impression and remind clients of you year-round
- By: Tessie Sanci
- November 5, 2013 November 16, 2019
- 06:10
Do you have a mission impossible statement?
In part six of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, questions the traditional mission statement, saying there are often long, irrelevant or…
- By: Jim Ruta
- November 4, 2013 October 30, 2019
- 12:30
Money, emotions and succession
A methodical, step-by-step investigation of the many factors involved in retiring from your business can help you to make this difficult decision. There are several…
- By: George Hartman
- October 31, 2013 November 6, 2019
- 23:00
Ruta’s Rules: Power pointing your presentations
In part five of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to deliver your key points with power to give compelling…
- By: Jim Ruta
- October 29, 2013 October 30, 2019
- 16:05
Insurance agents prepare now for tougher compliance standards
Regulators have begun taking steps to level out the requirements across the financial services industry
- By: Megan Harman
- October 28, 2013 April 6, 2019
- 15:40