GDPR and Vendor Risk Management
What — beyond contracts — do organizations need? While many components of GDPR can prove challenging to organizations, the ones that are most onerous as the ones that...
How Qualified are Your Annuity Leads?
There is no exact science to generating annuity leads or converting them. But, for an advisor, having a successful annuity lead generation program could mean life or death...
Creating a Safety Culture
The path to a thriving business has to be navigated safely – in more ways than one. Whether your drivers use company vehicles or their own, they can create liabilities,...
Transform Governance, Risk and Compliance to Integrated Risk Management
Risk and security leaders should use Gartner's definition for IRM to structure risk management processes, functions and technology requirements. Uncover insights on:Key challenges...
How to Remove Confusion from the Retirement Planning Process
When it comes to retirement planning, successful advisors can gain instant trust from a client when they can answer these three retirement “what ifs” confidently:...
Premium Financing Resources Complimentary Download
Thanks to a low–interest rate environment and the skyrocketing popularity of Indexed Universal Life plans, the popularity of Premium Financing has exploded. Download...
