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, ...

If you read the industry publications, you'll see that two terms are ubiquitous: "Consultative Selling" and "Baby Boomers." Let's put them together and see why ...

If you are a producer or advisor in the financial industry, you probably have a keen sense about what consumers want. Those are the people ...

[Disclaimer: this article includes references to actual marketing programs created by my firm. I cite them as examples that illustrate effective use of psychological communication ...