Advisor Sales Strategies

Generative AI has been extremely successful in financial services practices, with a large majority of advisors reaping the benefits of AI tools and programs, according to a new MDRT study.

Plan sponsors and advisors could face heightened scrutiny under the proposed fiduciary rule, however, they can learn more about the new regulation at a virtual public hearing next week or file public comments by Jan. 2, 2024.

PEPs are a compelling option for employers and advisors seeking efficient, cost-effective recordkeeping solutions – and by entering a PEP, the employer reduces its fiduciary responsibilities.

IBM's recent announcement to switch to a "hybrid" model of defined benefit plan could make the case to bring back a version of the classic retirement benefit, which could be a powerful tool for retention in a tight labor market.

Be sure to join us on Wednesday, December 6 as industry thought leaders discuss what to expect in the benefits industry during 2024.

From the era of guaranteed lifetime pensions to the modern 401(k), pension risk transfers have become the linchpin connecting the past, present and future of retirement benefits – and allows firms to offload the burdensome legacy.