‘One-size-fits-all’ financial planning no longer possible
Financial and investment advisors are accustomed to helping their clients develop a personalized plan to accomplish their financial goals.
Financial and investment advisors are accustomed to helping their clients develop a personalized plan to accomplish their financial goals.
When pre-retirees consult their financial advisors about their retirement goals, they typically do so with an idea already in place about how they want to spend their golden years and the type of lifestyle they want to lead.
Companies within the insurance industry must be pleased at the results of recent sales data, which shows that life insurance and annuity sales transactions have gained strength in recent months.
There is hardly an industry or business that does not incorporate social media into its digital marketing strategy, and this holds true for the insurance and financial services sectors as well.
The market for life insurance is typically driven by several factors, and many agencies are considering overhauling their existing strategies to advance their industry and ensure consistent and sustainable growth.
Health insurance marketing agencies have long relied on a number of tactics - ranging from direct mail, social media and email campaigns - to reach out to current and potential customers.
While the full implementation of the Patient Protection and Affordable Care Act (ACA) has not yet occurred, health insurers have already experienced some of the financial effects of certain provisions that are in place.
Insurance companies, by nature, manage risks for their clients by extending policies to protect consumers from uncertain circumstances.
Managing another person's money is a heavy responsibility, and one that can carry grave consequences for all parties involved.
The Patient Protection and Affordable Care Act is gaining a great deal of attention as the implementation deadline for many of the groundbreaking legislation's provisions gets closer.