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If client tests positive, the next step is yours
A new blood test being developed to identify the likely onset of Alzheimer’s disease up to a decade before current tools can offer financial advisers and clients great opportunities but also presents clients with a dilemma. To be tested or not to be tested? Click here to read more
Whole life insurance coverage may be worth the higher cost
The supposed life insurance “rule” that you should purchase a policy worth about five times your annual income doesn’t consider your unique needs. Though whole life insurance rates are higher than term life rates, the benefits of increased coverage may be worth spending a few dollars more. Click here to read more
8 great takeaways from NAILBA 33
At NAILBA 33, speakers and attendees exchanged information that is most pertinent to the insurance industry. Among the topics covered were: New ways to serve clients and differentiate your firm; thinking differently about cash accumulation products; and social selling—how to prospect and generate leads with LinkedIn, just to name a few. Click here to read […]