The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
IRAs give owners the option of keeping assets and beneficiary designations private. However, when people don't have a clear understanding of beneficiary designations, things can go awry.
You can use a social referral or event to reach out to new prospects. Here are 7 tips for how to sell yourself without overstepping the boundaries of business etiquette.