Regulator aims to cut old requirements amid new conduct standards
Agent deemed unsuitable after deceiving regulators about continuing education
Exercising care, concern and consistency can help you provide your clients with a positive experience and the coverage they need
A sneak peek at an upcoming CE course shows three time frames are key to recommendations
Retirees duped by fake investment for almost a decade, SRO finds
Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation
Some areas, such as tax and estate planning, showed room for improvement
MGAs and carriers are revamping their support programs in response