Advisor Sales Strategies

Federal Reserve officials delivered their fourth straight 75 basis-point interest-rate increase while citing that "ongoing increases" will likely be needed to bring rates to a level that is "sufficiently restrictive to return inflation to 2% over time."

Inflation can no longer be ignored when it comes to retirement planning -- even high earners are putting off retirement because the traditional 4% plan to cover expenses no longer applies, says a new report.

Failing to take advantage of basic health plan benefits, like screenings and wellness check-ups that are usually free or come with a low co-pay, indicates that employees do not understand their benefits and need help, says a new survey.

Since 60% of employees struggle to use all their paid time off, companies can repurpose it into other benefits employees want (HSAs or student loan payments), create employee emergency funds, or provide early wage access.

All employers should be concerned when public service employees are anxious about their financial security because their jobs are essential and these worries can impact their ability to do their job, says a new report.

Clients assume they can get a little something extra from the person who must approve all the business. Here are six ways to make that assumption work in your favor.