Improving Gender Diversity at the Workplace

Research by Boston Consulting Group has identified initiatives that can help organizations looking to increase gender diversity. By implementing these programs into your corporate culture have shown to improve retention and advancement.

Read More

What Is Driving Our Growth?

There are countless reports of an underinsured America. Many of the people who need what we have to offer may be very different from those whom the industry has been successful in serving for decades.  What markets are experincing growth and how can you tap into it?

Read More

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..

Read More

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?

Read More

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..

Read More

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..

Read More

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..

Read More

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..

Read More

Working with Single Women

The increase of professional single women in the United States has created a niche market for advisors who can help guide them through their financial futures. Single women are looking for a professional who is sensitive to their issues, and someone who will make them feel confident about their..

Read More

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..

Read More