by John Felton | Jan 30, 2023 | Life Insurance, TBA Blog
Originally featured in Broker World on January 1, 2023 It’s no secret that the past few years have been challenging for financial professionals. The impact of new regulatory procedures, competition, underwriting, professional staffing, and other ROI risks have created...
by John Felton | Feb 4, 2022 | Life Insurance, TBA Blog
Reprinted with permission from the January 27, 2022 issue of ThinkAdvisor. © 2022 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved. Whether you are working with an existing client or preparing for a discovery meeting...