What the Fed's Rate Cut Means for Life and Annuity Bulls and Bears

Published on September 23, 2024

A longtime agent has ideas for how to present the news to clients.

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Commercial Real Estate is Poised to Benefit from Rate Cuts

September 23, 2024
The full extent of the benefits to real estate investment of lower rates will also depend on whether the Fed sticks a soft landing.

11 Reasons to Call Clients Now

September 23, 2024
Think of clients as people with shared interests, and bring them interesting information.      Related Stories8 Views From Advisors and Clients on the Future of Financial PlanningSocial Security Claiming: The Case Where Timing Doesn't Matter Much12 Top States for Retirement Income Now