Wanted: Products for Increased Income

December 14, 2016

To help address the risks caused by inflation, many Americans are looking to financial products that not only provide guaranteed income in retirement, but also offer the opportunity for their income to increase. This is according to a study by Allianz Life Insurance Company of North America, which explores Americans’ perceptions of the rising cost of living. While eight out of 10 respondents expressed interest in a product that offers income for life, an even higher percentage (86%) said th...

So You Want to Build a Good Client Relationship?

December 14, 2016

Early in my career, I received a phone call while on the other line. I quickly jumped to the incoming call and told the client I’d call him back. But I never did. I’d become distracted with more calls and paperwork, and by the time I remembered, I figured the client would call me back. He didn’t. Instead, he stopped working with me. This was a swift way to learn the most important aspect of communicating with your client: trust.   To help advisors become even better stewards of the relati...