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Millennial Business Owners More Likely To Work With Agents

Photo by Helena Lopes 

 

COLUMBUS, Ohio – Cautious Millennial business owners are more likely than other generations to work with insurance agents on a wide variety of insurance and financial issues, according to recent survey data.

 

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Finance On Fridays: Effective Client Presentations

 

By CARLYLE FLETCHERFor AdvisorNews

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Advisors Offer More Products and Services

 

A survey from the LIMRA Secure Retirement Institute (LIMRA SRI) shows that financial professionals across all channels are offering a broad array of common products and services to better serve the needs of their prospects and clients.

 

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Talking With Family About Money

 

Family and money are not the easiest conversations to have - especially when gathering for a family occasion or holiday. Nevertheless, these conversations are appropriate, and should be had if you are curious and looking to be helpful.

 

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Doing Good: How Advisors Are Giving Back This Holiday Season

 

The holiday season is the time of year for celebrating our many good fortunes and giving back to the community. Advisors and financial planners are no different donating their time and resources to the communities they serve. Here’s how a few are doing good.

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Americans Have High Hopes for Retiring Early

 

Americans on average expect to retire two years sooner than they did five years ago and many more say they intend to retire before age 60, potentially reflecting a spike in 401(k) balances, according to research from Massachusetts Mutual Life Insurance Co. (MassMutual). At the same time, fewer..

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Millennial Outlook Tempered Despite Strong U.S. Economy

 

Millennials are progressing more quickly than they were just a few years ago, but they are still risk averse – delaying home ownership, marriage and new business endeavors – and uncertain about their economic future as they manage high levels of student debt and costs of living.

 

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Greatest lesson from the “worst”​ feedback

by Alicia Gross

 

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High Hopes: Four In 10 Americans Plan To Retire Before Age 60, MassMutual Study Finds

 

Americans on average expect to retire two years sooner than they did five years ago and many more say they intend to retire before age 60, potentially reflecting a spike in 401(k) balances, according to research from MassMutual.

 

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4 Ways To Max Out Millennial Enrollment

By Richard Shaffer

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