Uncovering the “Gotchas” of RIA Insurance
By Brian Francetich
This world is full of gotchas. From fake purses and sunglasses to politicians’ unfulfilled promises and advertisers’ embellishments, nothing is quite as it seems. Unfortunately, gotchas also apply to RIA firms’ insurance portfolios.

Tips for LGBTQ+ Clients When Purchasing Life Insurance 
By Stephani Niblock
Purchasing life insurance is a crucial financial decision for everyone, regardless of sexual orientation or gender identity. However, less than half of LGBTQ+ individuals have life insurance, which may be due to the unique challenges they face when it comes to securing the appropriate coverage for themselves and their loved ones.

Adventures in Life Insurance: Protecting Those Who Protect Us
By Andrea Clark with Jeremy Vidmar
There is one point of agreement about acquiring life insurance—there is not a lot to like. If you can get over the hurdles of salespeople, case design, and premiums to be paid, you still have the dreaded experience of health and personal underwriting. This is never more apparent than when you have clients in the military or who have other high-risk occupations or personal hobbies. 

The Inner Game of Retirement
By Douglas Watts
As advisors, we help clients manage a variety of risks. Why wouldn’t we help clients who are close to retirement manage the risk of getting "stuck" in retirement? In my opinion, there are quite a few activities we should encourage clients to do to get their minds as ready as their finances are for retirement.

Summer Work Ideas: Preparing for Your Best Fall
By Arlene Moss
As the warmth of summer approaches, it's the perfect time for you to make the most of the slower client load planners often experience. Consider it an opportunity to work on critical aspects of your business that often get neglected during busier times. From financial check-ups to personal development, let’s get ready to make the most of your summer.