Planning and Advice

UL commissions on the block

If you've been dragging your feet on any universal life applications, you'd better get your act together; not only is the cost for your client going up, but your compensation structure may also be affected.

By Staff |September 23, 2011

3 min read

Clients hate volatility? Here’s help

Clients hate volatility. But recent events have given you practice working with clients who are ready to press the panic button, sell everything, and then go long on canned tuna and bottled water.

By Staff |September 23, 2011

2 min read

A crisis of confidence

Recently I met with an investment advisor. I could tell immediately he simply wasn’t himself. He admitted his “head hasn’t been in the game for some time now”. He was thinking of leaving the business.

By April-Lynn Levitt |September 23, 2011

3 min read

KYC is about asking the right questions

Embrace the power of curiosity. Advisors must reengage their curiosity quotient and have dialogues instead of monologues with their clients.

By Vikram Barhat |September 22, 2011

3 min read