Insights
The Life and Legacy of Al Granum
Many people know Al Granum, CLU® as the creator of a simple system which greatly increased the productivity of insurance agents. But Granum was also tirelessly committed to elevating the professionalism of the industry. Learn more.
March 21, 2023
Research
What Do Clients Want from Financial Advisors?
Advisors believe they know what their clients want. But research often finds a gap between client expectations and advisors’ assumptions. This can result in unsatisfied clients and client turnover.
March 01, 2022
Podcasts
Longevity Risk in Retirement
With most people living longer, how can you ensure you don’t run out of money in your retirement years? Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU…
By
Michael Finke,
David Blanchett
October 18, 2023
Podcasts
Investing in Your Health
How can you treat your long-term physical health more like an investment in your future? Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®…
By
Michael Finke,
David Blanchett
October 18, 2023
Podcasts
The Insecurity of Social Security
Social Security has become one of the most important pillars of retirement planning for many aging Americans. But how much should they depend on it, given the fund's uncertain future? Our wealth…
By
Michael Finke,
David Blanchett
July 01, 2021