In-Depth Viewpoints for Financial Professionals

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Consultative two businesswomen

Find Success in Consultative Selling

Finances Mark E. Caner, AEP, ChFC, CLU, CFP®
Consumers demand control, flexibility and customization. What works are personalized solutions. And embracing that reality is crucial to consultative selling.
Couple talking with an advisor

Planning a Legacy: How to Continue 'The Story of You'

Retirement Mark E. Caner, AEP, ChFC, CLU, CFP®
When it comes to legacy planning, there are ways a story can help both a financial representative and a client get on the same page.
Benefits of passive investing

The Benefits of Passive Investing

Investments Mark E. Caner, AEP, ChFC, CLU, CFP®
Considering the historic long-term direction of markets in general, an index-tracking passive investment doesn’t try to “beat” the market; it simply tries to “be” the market. And that can be a good thing.
Elephant in the room with couple

Two Elephants in the Office

Annuities Mark E. Caner, AEP, ChFC, CLU, CFP®
Talking about life's unexpected events along with financial implications can be uncomfortable, but financial professionals can help guide meaningful conversations.
Older couple meeting with financial advisor

Answer Volatility With Agility: Pilot Clients Through Turbulent Times

Investments Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Use difficult circumstances as a platform to foster connections with clients in potentially problematic situations.
Social Security Cards

Surprise! Do Your Clients Know How Social Security Income Is Taxed?

Retirement Mark E. Caner, AEP, ChFC, CLU, CFP®
Income Benchmarks May Trigger Taxation on Up to 85% of a Benefit
Uncharted territory business meeting

Uncharted Territory: Navigating the New Retirement Risk Landscape

Retirement By Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
The fact that risk is all around us is nothing new. Representatives and clients know that in the financial world, certain risks can send retirement goals off course.
Couple at home planning finances on laptop

Put Some Stories in Your Playbook

Finances Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
One of the most engaging ways for financial professionals to connect clients with concepts is through the power of story telling.
Split decision expand financial flexibility

Split Decisions Expand Financial Flexibility

Annuities By Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Given that so many possibilities exist, how can financial professionals seek to capture opportunities to make the most of them?
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