How Financial Professionals Can Make Themselves More Referrable
Discover how financial professionals can boost client referrals by becoming more referable. Learn strategies to understand client behavior, create memorable experiences, leverage financial psychology, and simplify the referral process. Unlock the secrets to increasing referrals and growing your business.
What Is a Fixed Annuity? Why One Size Doesn’t Fit All
Many consumers hear one story or try one type of annuity and form a negative opinion. But not all annuities are the same. In fact, fixed annuities can be tailored to fit a wide variety of retirement needs.
Annuities: One of the Biggest Retirement Blind Spots
April is Financial Literacy Month — and as financial professionals, we have a shared responsibility to help clients build the knowledge they need to make confident retirement decisions.
Do I need a financial professional? Here’s When It Makes Sense
Many people wonder whether managing their own finances is enough or if they should seek expert guidance. While some financial decisions can be…
The Power of Tax Deferral: How It Can Boost Your Retirement Savings
Most investments get taxed every year. That means the IRS takes a portion of your gains before that money has a chance to grow…
Kuvare Publishes 2025 Annuity Trends: Navigating the Future
Kuvare’s competitive intelligence expert, JP Soltesz, authored an informative report about forward-thinking annuity trends for financial professionals.
How Legacy Planning Can Help Financial Professionals Tap Into New Lead Sources
Legacy planning offers a powerful opportunity. Financial professionals often focus on high-net-worth clients for estate planning, but…
Why Understanding Human Behavior Can Make You a Better Financial Professional
Ever wonder why clients do some of the things they do? That’s why understanding behavioral finance—which is the study of the…
Kuvare Expands Internationally with Three New Reinsurance Transactions
Kuvare Expands Internationally. Kuvare’s reinsurance solutions into international markets, building…