Downright Revolutionary: But Is Today’s Technology Enhancing Client Interactions?

If there’s one statistic that illustrates what Eric Clarke characterizes as perhaps the biggest shift in both the rapid pace of technological change and the way in which it’s changing professional life, it’s this one: today, 7 percent of World Wide Web traffic comes from mobile devices—smartphones and tablets—but it’s projected that by 2014 the … Continue reading

Creating an Estate Planning Dream Team

A complete financial plan requires a proper mix of investments, insurance, tax planning and legal work. Because it is difficult — even impossible — to be competent and properly licensed in all these areas, professionals often take a team approach to financial planning. Financial advisors, accountants and attorneys each bring a unique perspective that can … Continue reading

Innovation, competition key to new annuity universe

Advances in products and new entrants into the annuity space threaten to shake up the industry. And that’s not necessarily a bad thing. If you have a roomful of annuity experts together, you’d think there’d be more debate and disagreement, but that’s not the case. Oct. 19-21 in Boca Raton, Fla., the 2011 NAFA IMO … Continue reading

Build a Lasting Legacy

“And as we let our own light shine, we unconsciously give other people permission to do the same.” –Nelson Mandela A beautiful part of life is the ability to touch the lives of others and make a positive difference in the world. It is often a priority of many to be able to build a … Continue reading

2011 First Annual Senior Market Advisor Industry Survey

COMFORT ZONE As the stock market dips and dives in a capricious fashion, seniors seek the security products like annuities and life insurance can give them. This year, Senior Market Advisor conducted its first-ever Industry Survey to gauge the current attitude of advisors and others in the business of producing and/or marketing insurance products to … Continue reading