Benefits Sales Strategies

At times, dubious financial ideas become best-sellers. Professional financial advisors evaluate these ideas with a critical eye while helping their clients avoid costly mistakes with ...

Income tax planning is a complex chore for most high-income people. But for one part of the affluent population, retired people age 65 and up, ...

Anatomy of a Dynamic Core U.S. Equity Index Rebalance On March 1, 2006, the Dynamic Market Intellidex (DYI) completed a quarterly ...

Top financial advisors evaluate investment opportunities systematically and particularly, as opposed to haphazardly and generally. When you can help your clients navigate a methodical process ...

Are you an innovative financial advisor who develops out-of-the-box ideas? Do you want to offer money-making, tax-saving techniques that distinguish your services from the competition?If ...

Whenever clients or prospects say they are shopping for CDs, how do you normally respond?A. Try to talk them out of itB. Suggest a better ...