Client communications

For Jeff Rose, founder and chief executive officer of Alliance Wealth Management in Carbondale, Ill., one of the best ways to communicate with existing clients and to attract new ones is through his blog.

Congress has created powerful tax incentives for business owners to use ESOPs as an ownership succession strategy. There's never been a better time to help your clients take advantage of them.

Two out of three workers would purchase additional health insurance benefits to make sure they are protected, according to a report from Aflac. Fifty-nine percent of respondents said they would acquire voluntary insurance.

Hundreds of facts and statistics have been compiled from numerous industry reports to produce the first Long-Term Care Insurance Almanac and Book of Facts. The guide, produced by the American Association for Long-Term Care Insurance, will help financial and insurance professionals address the increasing number of questions raised by prospective clients.

Last week American General Benefit Solutions (Benefit Solutions), a business unit of American General Life Companies, unveiled a series of informative video presentations for its most popular plans to help agents promote its extensive line of employer-funded and employee-paid insurance products.

Although benefits comprise 30% to 40% of an employee’s total compensation, they’re largely hidden from view, which can serve to undermine benefits appreciation.

Faced with the current challenges brought on by the financial crisis, company priorities have been forced to shift, and employees are left often with a lack of understanding and insufficient guidance on their benefits choices at work.

Staying in touch. It's what we do with our family and friends ... the people we care most about. So wouldn't it make sense that we also stay in touch with our clients?