Practice Management

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Updated: 2 hours 1 min ago

Social Security payee system could fail your clients

Tue, 2017-03-28 18:45
Some of the people affected by this problem could be your disability or long-term care clients.

Commonwealth Financial Group absorbs two other MassMutual agencies

Tue, 2017-03-28 18:45
The general agency's advisors now help 95,000 clients with $6 billion assets.

Justice announces Social Security disability fraud plea

Tue, 2017-03-28 14:32
Claimants received $550 million in benefits based on falsified medical documents, officials say.

Addressing the shortage of millennial financial advisors

Tue, 2017-03-28 09:30
The need for an infusion of young financial advisors is urgent and immediate, but there are hurdles when it comes to recruitment.

Bridge the gap with critical illness insurance

Tue, 2017-03-28 04:00
Few products can help bridge a gap quite like critical illness insurance.

Right-size your practice and quiet the noise

Mon, 2017-03-27 15:56
Ultimately, we all need to get ourselves healthy; financially, physically and emotionally. That way, we’re in a great place to dispense prudent advice.

Web-based health broker to stay independent, for now

Mon, 2017-03-27 13:13
The board of eHealth says it has rejected offers from would-be investors and acquirers.

Leveraging permanent life in retirement and protection planning

Mon, 2017-03-27 12:30
Many people may not be aware that a permanent life insurance policy may help them address a critical challenge their retirement portfolio could face.

Goldman Sachs gets serious about robo-adviser services

Mon, 2017-03-27 08:47
Goldman Sachs Group Inc. plans to hire a software developer to help open an automated investing service for mass-market wealth clients.

Are you wasting money on customer experience?

Mon, 2017-03-27 05:30
The vast majority of customer experience improvement programs launched by insurance providers will fail, according to a recent study by Avaya.

Now in the GOP’s crosshairs on Capitol Hill: the estate tax

Mon, 2017-03-27 05:10
House bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.

Anthem, in D.C. Circuit, fights to save $54B Cigna merger

Fri, 2017-03-24 12:31
A lawyer for Anthem said completion of the deal would put "dollars in the consumer's pocket."

H.R. 1628: House prepares to vote on ACA change bill

Fri, 2017-03-24 07:39
An essential health benefit section appears to give EHB package control to the states.

One simple trick for writing great marketing emails

Fri, 2017-03-24 07:30
Writing marketing copy or emails may be one of the most challenging tasks you’ll encounter as an insurance agent or financial advisor. Here's a trick to make your writing more easygoing and unique.

Ryan pulls H.R. 1628, says ACA is here to stay

Fri, 2017-03-24 01:16
In a blow to ACA changers, "The House stands in recess subject to the call of the chair."

Stop-loss and malpractice bills near the House floor

Thu, 2017-03-23 13:31
The House Rules hopes to mark up H.R. 1215 and H.R. 1304 next week.

Wake up, Dave Ramsey: Your math is flawed

Thu, 2017-03-23 11:30
Bad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.

Life insurance prospects want a retail sales experience

Thu, 2017-03-23 10:00
A new study reveals that consumers expect transparency from a life insurance purchase the same way they would for buying other retail products or travel.

H.R. 1628 chaos raises odds for ACA survival

Thu, 2017-03-23 09:59
One idea bubbling up is stripped-down medical plans. Another is cash for the existing system.