The agent-to-client relationship is an important one to foster, and for agents whose main product line is life insurance, a good way to solidify it is by making it clear their interests come first and foremost. If you're a professional who...

Near to the end of President Barack Obama's presidency, the commander-in-chief called on Congress to pass a regulation that required financial advisors to pass a more rigorous test, ensuring that their clients' best interests come first and...

Estate planning is a crucial component to establishing a financial framework that's built to last. In fact, life insurance - in and of itself - is something that everyone should have, whether raising a family or living independently. But you wouldn...

Last year may not necessarily go down as a record one for the life insurance industry - though time will tell the true tale - but it was definitely one worth remembering for the successful agents who sold coverage. Approximately 5 million more...

If you've ever wondered if advanced planning is more of a niche problem or more institutional in nature, consider this: Those who specialize in planning say that they're not doing it nearly enough as they should. That's according to a newly...

With mid-April just around the corner, your clients only have a few weeks left to file their federal tax returns without being penalized. While most taxpayers will receive a refund from the Internal Revenue Service, it generally takes around 21...

Determining how much money you need to retire comfortably is a delicate dance. What may be enough for one person may be entirely inadequate for another. However, virtually every expert acknowledges that people should be saving a substantial portion...