The Securities and Exchange Commission (SEC) has approved a Financial Industry Regulatory Authority (FINRA) measure that revamps its securities licensing exams. Effective in the fourth quarter of 2018, the new system would create a two-tier licensing program that allows someone without securities...
A new research report from The American College’s New York Life Center for Retirement Income reveals that 75 percent of consumers have an alarmingly low level of retirement literacy. This suggests that life and annuity agents who can bridge the knowledge gap will differentiate themselves...
Each day seems to bring more news of cyber-attacks and breaches that cripple businesses around the world. But if you’re like most insurance agents and financial advisors, at a certain point you just have to move on from these events to the work that drives your business forward—approaching...
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