Just sold my first life insurance policy today
I swear selling life insurance people really need to be thirsty for life insurance with all of these health questions....
life insurance
Cannex and Luma Create Annuity Shopping Tool for Advisors
Two companies have teamed up to offer advisors a new annuity comparison system. Cannex and Luma Financial Technologies launched the Cannex...
Prudential vs. State Farm?
Hi all, My wife and I have been looking around for term life insurance policies, and have come down to...
LPL Adds $4.6B Lincoln Team, $705M Merrill Duo
LPL Financial says a group of 105 advisors working with $4.6 billion assets has moved to its independent channel from...
Gorman to Step Down as Morgan Stanley Chairman at Year-End
By the time he became CEO, the firm was scarred by the financial crisis, which almost put it out of...
Mortgage BS Buster
Mortgage Jargon Buster When you’re buying a house, there’s an awful lot of highfalutin bullshit to wade through. Plenty of...
Life Insurance saga ongoing for 3 years now..
I'll try to keep this brief. My aunt died in Dec 2020 and we were notified 6 MONTHS later that...
Is there a time limit on depositing a death benefits check?
My father passed away in December, and I immediately filed a claim. A lump sum check was mailed to my...
Louisiana Moves to Adopt NAIC's Annuity Suitability Update
Louisiana has joined the race to implement state-backed annuity sales standards, raising questions about whether the race will really help states...
Consolidation Meets AI at Industry Event
Before a summer conference pause, a major advisor event recently wrapped in Fort Lauderdale, Florida. The WealthStack conference, in its...
