In addition to the obvious financial benefits like helping clients set important goals and stay on track financially, financial advisers can transform their lives for the better, says Mr Mike Salierno, founder and financial planner at Eterna Generational Planners.
While life insurance agents should know their products and be transparent about the terms of a policy, empathy is key when it comes to connecting with a prospective client.
Prudential has expanded its alliance with Google Cloud to develop artificial intelligence (AI)-powered products and solutions.
Financial advisers should leverage social media to connect with millennials and Gen Z, as new research indicates they are twice as likely to get financial advice online than from a professional, says financial counselor Myles Ma.
Standing out in the marketplace can be difficult. But you can differentiate your advisory practice from other competitors by carving out a niche that serves specific client needs or objectives. Smart Asset gives a breakdown of common niches that advisers specialise in.
At a recent ThinkAdviser webcast, a panel of adviser industry experts said the rapid pace of innovation unfolding across the financial service industry is pushing advisers to elevate their game and demanding ever-greater investment of time and resources. Here are eight trends highlighted at the webcast.
FWD Group Holdings Limited (FWD Group) ranked number six in the 2023 Million Dollar Round Table (MDRT) Top 10 Multinational Companies rankings, retaining its position from last year.
If your clients are parents, they may be able to take out a policy on their child/children. If they pass away, this will help your clients take time off to grieve without sacrificing their financial well-being.
The answer to the question "Do I need life insurance?" will be different for everyone. Whether a person needs life insurance depends on his/her financial goals. If any of the following scenarios fit your clients' situation, they would probably need it.
Life insurance provides vital financial protection for adults of all ages. Whether they're younger and just getting started in their careers, older with financial dependents and small children or a senior who recently retired, life insurance is generally worth it.
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