Agents and advisors today know instinctively that achieving one’s retirement-savings goals requires assuming some investment risk. Unfortunately, their prospects and clients may not always agree, according to a report from the Insured Retirement Institute (IRI) and AXA Financial.
The study,
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Economic conditions have a way of putting financial plans on the shelf. But when things improve, consumers feel less constrained, creating opportunities not only for themselves and their families, but also for their insurance agents and financial advisors. That’s the takeaway from a new survey
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Welcome to the Age of Mistrust . . . a time when people question the truth of what they read and doubt the integrity of those they meet. It’s an era in which skepticism has replaced faith and in which consumers are not surprised when a trusted advisor becomes a scoundrel. As you can imagine,
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