From the tech bubble burst to the Great Recession, members of Generation X have had their list of financial woes and notable setbacks impacting their long-term financial planning.
The majority of the nation’s wealth is expected to soon be controlled by women and if over half of those women prefer to receive financial advice from other women, then men- you’re in trouble.
It’s never easy to discuss the end of a client’s life, and it can be particularly difficult to navigate the topic of business succession planning.
Though the U.S. is moving out of the recession and welcoming a stronger economy, many insurance professionals like yourself are still figuring out how to provide superior services while on tight budgets. The insurance industry is in the midst of an “out with the old, in with the new” movement, and part of reigning in a new era is increasing the efficiency of your internal processes.
Each new year brings with it the promise of changes for financial professionals, and 2015 is no different. The question is: How will you react to these changes and ensure you remain on the forefront of client services?