BY PATRICIA A. GRIFFEY As many as 1 in 18 “cognitively intact, community-dwelling” older Americans fall victim to an elder fraud scam every year, according to a 2017 study in the American Journal of Public […]
BY PHIL CALHOUN WITH MAGGIE STEDT This article continues from Part One last month. The focus is on competitive differences local independent insurance brokers provide and can highlight. We will cover Medicare and group ideas […]
BY JOE RUSSO Great strides have taken place in the financial services industry in recent decades. We’ve developed widely accessible and sophisticated fiduciary savings vehicles that allow Americans to plan for secured financial futures in […]
BY DAVID E. APPEL SINCE THE PANDEMIC BEGAN, clients and advisors alike are taking extra precautions when planning for the future. This often entails exploring the benefits of plans such as long-term care, disability or […]
BY GLENN CRAWFORD I’m of the opinion that all too often advisors use confusing jargon to explain financial concepts that can’t be easily understood in layman’s terms. It’s one of the reasons people can be […]
BY PHIL CALHOUN with MAGGIE STEDT This is a two part article with Part One covering the rising competition in the Medicare market and Part Two outlining competitive actions local independent brokers can take to […]
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