Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Investors are creatures of habit, especially when their habits have produced consistently rewarding results with low risk. An example is the deep attachments some of your clients have formed over time with tax-exempt municipal bonds and bond funds. You may have clients who couldn’t be pried from their munis with a crowbar.

BenefitsPRO Broker Expo 2020Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.