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  • New study links drinking to increased cancer risk

    According to a new study conducted in South Korea and published recently in JAMA Network Open, people who increased their alcohol consumption also increased their cancer risks when compared to a control group that made zero changes to their drinking habits.

    Date : 30 Aug 2022
  • 4 ways for financial advisers to reach out to the millennial generation

    Over the next 20 years, an estimated $70 trillion is expected to change hands from baby boomers to millennials in the largest wealth transfer in history. This shift will undoubtedly reshape the investing landscape and redefine what an average investor looks like.

    Date : 28 Aug 2022
  • 5 life insurance options for seniors

    Age can impact how much your clients pay for life insurance. As they age, they become more at risk of dying, which in turn is a risk of payout for a term life insurance policy or can be fewer years they pay on a whole life policy.

    Date : 23 Aug 2022
  • Four essentials of financial planning for first-time parents

    Being a first-time parent is an exciting experience that is followed by a new set of responsibilities. At times, these responsibilities can be both exhilarating and exhausting.

    Date : 24 Jul 2022
  • 3 questions to ask your clients to determine how much coverage they need

    When choosing a life insurance policy for your clients, one important thing to consider is how much they will need. Someone who is retired may not need as much as someone who is raising a young family. There are different ways to calculate life insurance coverage based on your clients' circumstances.

    Date : 12 Jul 2022
  • 5 trends transforming financial advice

    Jack Sharry, co-chair of MMI's Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, sees five trends in the race to improve financial advice.

    Date : 26 Jun 2022
  • 3 questions financial advisers should ask their clients

    As financial advisers, you are professionals who assist clients with wealth management and personal finance decisions. These come in the form of a variety of services, including asset management, tax preparation, and estate planning; and expertise ranging from answering queries about insurance to setting out a comprehensive money-management plan.

    Date : 21 Jun 2022
  • New ways to reach the younger generation of potential policyholders

    At the recent Global Annual Conference of the International Financial Architects Academy (IFA Academy), speakers touched on how insurance professionals can navigate the brave new world of life insurance.

    Date : 24 Apr 2022
  • Educating and advising clients

    For the average customer, insurance is complicated and confusing. In most cases, your potential client is not familiar with the types of insurance available and how to identify the ones most appropriate for them.

    Date : 21 Mar 2022
  • Digital tools and virtual selling here to stay

    In the short span of about two years, the pandemic has changed how advisers interact with their clients. Agencies have adapted, to conform to prevailing social distancing regulations and to match changing customer habits.

    Date : 15 Mar 2022
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