Two hallmarks of life insurance—stability and versatility—ensure it will remain a valuable tool for HNW individuals seeking protection, no matter what reforms the future might bring. Read more...

In our firm, we have declared 2018 the “year to help get our clients organized”. Experience has shown us that when clients are more organized, some of the stress of managing their financial world is eliminated. Read more...

Lincoln Financial Group recently announced the latest addition to its broad suite of life insurance products, Lincoln WealthAccumulateSM Indexed Universal Life (IUL). Lincoln WealthAccumulateSM IUL provides clients the flexibility to achieve a wide range of financial goals as life changes. Read more...

What is your best strategy for attracting and retaining baby boomers?

• Meet one-on-one with them.
• Show professionalism.
• Think “big picture.”
• Focus on the team.

Answer this question at www.AdvisorToday.com.