Advisor Sales Strategies

It's a new era of "employee-centric" retirement benefits – workers now want a plan that follows them from job to job and doesn't require a rollover, according to a new study.

Employee stock ownership plans can help businesses looking for an exit strategy or, more immediately, can help boost retention, since the median job tenure is 53% higher for companies with an ESOP.

Why not make efficient use of those small segments of time – like a client running 10 minutes late – that drop in our laps throughout the day? Then you've "created time" for later use.

When dissected by gender, women (59%) comprised significantly more of the "struggling" segment than men (45%), says a new study.

Now, after the new program has been hit with several legal challenges, the Biden administration is considering extending its early pandemic emergency pause on student loan repayments, set to resume January 1.

Advisors can help retirees and near-retirees improve awareness of protected income options that can align retirement lifestyle expectations with today's inflationary times, says a new report.