Commentary

Some wing it. But you don't have to, when you approach prospecting strategically.

Here are some ideas to get you thinking about filling your prospect pipeline.

What plan sponsors can learn from David Copperfield – the magician, not the novel by Dickens.

The loss of the stretch IRA will be significant -- especially for trusts designated as beneficiaries of retirement accounts.

This can be a chance to give back and serve those that have served us for so long.

Trends can tell us which way the wind is blowing so we don't get left behind, but they're not an invitation to jump in head first.