Life software start-up lures sales coach and author to join the firm
Partnership highlights corporate actions data and software
Use your database to sharpen your marketing
Keeping your information up to date and organized can improve your client experience
Save time and money — and create a better client experience
Calendar software saves you time and money
Your computer, your cellphone and even your web browser can be harnessed to help you to keep on top of your to-do list. The tool you choose will depend on your needs and the devices you use
New education tools help advisors make annuities more understandable to consumers
Byren Innes and Jim Ruta join other insurance and software professionals
Redesigned Concept Toolkit and Planning Toolkit offered at a discount