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When preparing for a first meeting with a client, advisors may see it as an opportunity to list their credentials and showcase their expertise. But how might they more effectively make their case to prospective clients?

Life insurance is often leveraged to ensure guaranteed income in retirement and to provide financial security, but one can never tell when disaster will strike and those benefits could save lives and livelihoods.

According to the recently-released 2021 Social Security Trustees Report, the Social Security fund is projected to go bankrupt in 12 years without some kind of government intervention.

In the current business environment, companies and executives are oftentimes driven to perform acts of charity and social responsibility because of the tangible benefits involved, like tax advantages or buying goodwill with customers.