Your mission is to grow your business. Our mission is to support every step in your career lifecycle. We designed the Solution Center for insurance and financial advisors that are in the early years of building their business. Investing in your education, earning professional designations and building your network consistently result in advisors that retain higher net-worth clients and earn substantially higher incomes (additionally, they enjoy the journey and have more fun!)
Technology supports the consistent execution of the actions that translate into success.Read More
As the nominations deadline for the 2018 Diversity Champion Award draws closer, we wanted to take the opportunity to honor our 2017 winner, Evelyn Gellar, LUTCF, RICP, CDFA.
Evelyn Gellar, LUTCF, RICP, CDFA is the AVP, Market Development for Penn Mutual. She is an experienced financial..Read More
Over the past 14 years, Eszylfie Taylor has been rising to the top in the financial services industry. His success is achieved through his determination for putting his clients’ interest ahead of his own. Read about Taylor’s road to success through this article and get tips on how you can reach..Read More
More than 70 percent of widowed clients will leave their financial advisor within one year after losing their spouse. This pattern introduces uncertainty and unpredictability into a widow’s financial planning. This article shares steps that you can take to help retain your recently widowed..Read More
Those of us in the insurance-based financial-services business will eventually meet a client who makes a lasting impression on our lives. Going the extra mile for your clients can transform your career completely. Read how this advisor learned the power of going the extra mile, and how the..Read More
The increase in diversity in the United States population is the result of recent immigration, and by births in the U.S. of children from immigrant families. With a more diverse group of people, from a wide range of cultural and ethnic backgrounds, this gives advisors an opportunity to serve..Read More