Generation X

Generation X: Ready or Not, Here They Come

These middle-aged prospects are ready for guidance and products that offer more safety. Are you ready for them? Baby Boomers have been big business for insurance professionals. ...
compliance and suitability

Embrace Compliance and Suitability with Modern Technology

In 1934 under the Franklin D. Roosevelt administration, the Securities and Exchange Commission (SEC) was established to enforce federal securities laws and regulate the ...
technology

Marketing, Technology and Metrics

Are you looking to harness the power of modern cost-effective trends in marketing and practice management technology? Are you wondering how to begin the process of leveraging ...

NexusHQ and Partners Advantage Rolling Out Insurance Industry’s First Agency Operating System (aOS)

Kansas City – March 25, 2014 -– NexusHQ, a technology provider of software and services solely focused on the needs of insurance distributors, announced it has been ...
privacy and security simplified copy

Privacy & Security Simplified

We all know we’re supposed to protect our clients’ and employees’ confidential information.  But how do we do that?  What are the best ways to secure data? As executives, ...
digital executor plan copy

Do Your Clients Have a “Digital Executor Plan?”

You are the trusted financial professional. You are diligently working, thinking of every strategy to help your clients with their finances while they are alive and beyond ...
RME360

RME360 Launches New Brand, New Services, New Website

Company Now Delivers Fully Integrated Digital and Traditional Marketing and Lead Generation Solutions to the Financial Services Industry  Tampa, Fla. – March 12, 2014 ...
Stinkin Thinkin

Imagine a Year Without “Stinkin’ Thinkin’”

Could you have thinking patterns that get in the way of your success? With the New Year upon us, it’s an ideal time to do a thinking audit to detect what a dear friend ...
Technology

Gaining Time With Technology in the Year Ahead

Writing about technology is a forever developing narrative about necessity, creation, refinement and accessibility. I recently had a chat with a tech-savvy colleague about ...
backtofuture

A Back to the Future Look at Your Data Analytics

Growing up in the ’80s, one of my favorite movies was “Back to the Future.” Marty McFly and Doc Brown’s adventures traveling back in time provided a timeless tale ...