Monthly Archives: June 2015

The National Association of Insurance Commissioners (NAIC) on June 18 approved updated, more reasonable guidelines for the illustrations that insurers, agents and brokers can use to market indexed universal life (IUL) products. The new guidelines are set to take effect … Continue reading →

As your clients prepare for and live through retirement, they face an increasingly complex set of challenges, including a sustained low-interest rate environment, an uncertain future for Social Security, increased longevity and increasing costs for medical care, among other things. … Continue reading →

Do you go to sales training meetings and walk away feeling unsatisfied? Have you been to a sales training meeting that actually helps you make more money? In many cases, sales training amounts to a booklet of old-fashioned ideas that … Continue reading →

Brian Gilder is an acclaimed Certified Financial Planner who has been an avid athlete and sports fan his entire life. Decades of helping people achieve financial success in his professional life and even more years following his favorite teams led him … Continue reading →

Follow-up is an area where you can make a real difference and seperate your self from the typical advisor. It is also the one area where I find it hard to get people to do. At least for any length … Continue reading →

I just spent the weekend coaching a team of 6-year olds in an All Star tournament. It was a beautiful sight to see the boys compete – the exuberance and love of the game shining in their faces. I have … Continue reading →