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Majority of Women Now Responsible for Household Finances

According to the October 2016 study from Allianz Life Insurance Company of North America, Allianz Women, Money, and Power Study, 51 percent of women claim that are the CFO of their household.  Top worries of this population are  running out of money in retirement and managing the rising costs of..

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How High-Net-Worth Millennials Want to Manage Wealth

The largest transfer of wealth in American history is already under way, and it’s brought along a critical challenge that should be top-of-mind for advisors everywhere: What must an advisor do to retain the heirs of their high-net-worth clients?

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Helping Women Navigate their Financial Planning Journeys

To help independent women create solid financial plans, we need to not only understand their personal goals and financial situations, but we also must take into account the unique life circumstances women face. Discover tips financial professionals can do to help women develop strong financial..

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Facts & Figures about the Hispanic Markets

Hispanics are the fastest-growing demographic in the United States. This article shares facts and figures from the Life Insurance and Market Research Association (LIMRA) about the Hispanic market. The following facts will come in handy to agents and advisors who want to target their products and..

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Building a Loyal Client Base with Millennials

Advisors must approach millennials in different ways to win their business, as traditional approaches to younger generations often do not work. Millennials are the future of keeping businesses growing, and it is imperative to learn how to reach out and gain their trust. Here's everything you..

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