FINRA Fines Financial Firm for Advisor Data Breach

 

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Making the Sale in Health Insurance

Consumers can buy health insurance anywhere — what you bring to the table is you, and you’re going to be there when they need you the most. You are of not much use when it comes to selling. The market today is different from other insurance markets. Where you are needed is AFTER the sale.

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Study Groups: Are You Overlooking a Fantastic Opportunity?

Study groups provide an effective learning strategy for many agents and advisors. Although they can be successful, they are not being fully utilized by many agents and advisors. As an advisor looking to grow your business, should you consider creating or joining a study group?

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Ethical Practices in Times of Change

Even with all that seems to be going on in the world today, we are still bound to conduct our practice from the same directives. This means that the NAIFA Preamble and obligations are as meaningful and helpful now as they have ever been, supported by our own personal ethical code.

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Finding Success in the Chinese-American Market

Some Chinese- Americans refrain from buying life insurance because of language barriers or they are uncomfortable. Start by understanding the culture and values of this demographic group.

 

 

Finding Success in the Chinese-American Market by Elaine Yunan Liu

 

Multicultural communities present..

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In Step with a Winner: Becoming a Successful Advisor

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..

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7 Success Tips from a Golden Gloves Boxer

John Navien, CLU, ChFC, CASL of MetLife Premier Client Group uses the same seven strategies responsible for his success as a four-time Golden Gloves boxer in his financial practice. These strategies have taken his career to a whole new level. In this article, Navien discusses how essential these..

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Succession Planning: I Love My Job, But I Don’t Want to Do it Forever!

Even though being a financial advisor has its many perks and rewarding moments, you're likely to want to retire eventually. When that happens, what will happen to your book of business? This article talks about options to consider when you’re thinking of succession planning for your business...

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Working in Diverse Markets

The immigrant population in the United States is steadily increasing, and has opened up a wider market for financial advisors and agents. In this article, you will learn the benefits of working in diverse markets along with how to educate yourself culturally. Furthermore, this article will..

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Building a Practice You Love

Love and money are two of the greatest motivators for people. This article will get you thinking about how you would build your practice. Do you prefer one that focuses on activities you love, or one that focuses on activities that will make the most money? Learn the truth about building a..

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