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What's new in the industry?
Carriers are facing a labor crunch for financial advisors, including those who also sell life insurance, and it’s only expected to get worse.

When the Federal Reserve announced a historic 0.75-percentage-point rate hike last week, it sent many financial markets into a chaotic state.

Advisors should weigh the pros and cons of being captive versus independent.

Owners’ concerns are saving enough for retirement and reducing their tax liabilities

Insurance Marketing Organizations Feel The DOL’s Freezer Burn
U.S. Department of Labor regulators earlier this spring hit life and annuity…

Here’s a strategy for helping your client get a good fit.

Five-Point Checklist Ensures Satisfied Annuity Buyers

Setting goals, knowing who your clients are not, and being honest with yourself are some ideas that can revolutionize your sales strategy.

Check out Ray's podcast!
A podcast to educate Financial Advisor across the country on the latest industry trends, product changes, carrier announcements and more. Learn how to best serve your clients and gain new one's along the way!
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october, 2025

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