As hard as it may be to believe, 2016 is nearly over. It seems like it was only yesterday the ball dropped in Times Square, but as it so often does, time has flown by, and all of us are preparing for a new year and all that a fresh start entails....

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...

Though life insurance purchases hit the ground running when 2016 began, foreshadowing a record year for the industry, it's safe to say that the previous 12 months was a mixed bag for producers and agents. After several consecutive months of...

Retirement planning is a lot like preparing for an important presentation at work: Your success largely depends upon what you put into it. The closer the event gets, the more significant readiness becomes. Conventional wisdom might suggest that...

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...

If you think back to your elementary school days, you may remember lessons on simple machines and the different forms that they come in, such as axles, pulleys and fulcrums. Chief among these devices is the lever, which as you no doubt recall,...

The year gone by is turning out to be a tale of two halves, as life insurance purchasing was  fast and furious through the initial six months, but turned slow and low by late summer. And in the penultimate month of 2016, the downward trend...