Insights for Industry Professionals

  
 
  

Showing 1-8 of 59

   

A husband and wife in their 50s meet with their financial professional to discuss using annuities and life insurance for retirement planning.

Using Annuities and Life Insurance for Retirement Planning

As a financial professional, you’re continually seeking ways to optimize retirement income strategies in the face of increasing longevity, market volatility and evolving client expectations.…

September 9, 2025  | read icon 8 min read

A financial professional meets with an executive at a financial services company to discuss why mutuality matters as he considers his next career step.

Why Mutuality Matters for Financial Professionals

In the financial services industry, you’re continuously evaluating where you can best serve your clients, grow your business and build a meaningful career. While compensation,…

September 5, 2025  | read icon 6 min read

Businessman and businesswoman smiling looking at phone

Strategic Group Vision Insurance Guidance

Vision benefits continue to grow in popularity among employees and demand for them remains high in today’s competitive labor market. With more screen time, aging…

September 3, 2025  | read icon 6 min read

A financial professional meets with a leader at the financial services company she works with to discuss ideas for growth and improvement.

Looking for a Firm That Listens to Its Financial Professionals?

In a profession built on trust, relationships and long-term vision, financial professionals know that success isn’t just about numbers, it’s about being part of something…

August 25, 2025  | read icon 7 min read

Thompson Financial Group associates.

Effective Succession Planning Tips for a Financial Practice

Thompson Financial Group (TFG) has a long history serving clients in the Northern Maine farming community. Started by Potato Farmer Art Thompson in the 1960s,…

August 4, 2025  | read icon 7 min read

An independent financial professional smiles and laughs with his team during a meeting.

Run Your Business Your Way: Break Free from Firm Limits

For many financial professionals, building a career under the banner of a large firm once made sense. There was structure. There were resources. There was…

July 25, 2025  | read icon 7 min read

Associates sitting at a table with tablets and laptops, viewing charts and graphs on their devices.

Integrated Health: The Impact of Dental Care on Medical Costs

Employers and employees can reduce medical expenses by integrating dental care into overall health management. Research shows that individuals receiving regular dental care can experience…

July 23, 2025  | read icon 3 min read

A financial professional in his 40s networks with his peers at a professional development conference.

The Importance of Professional Development and Peer Support

In financial services, success depends on more than technical knowledge or sales performance. Professionals who build long-term, sustainable careers often do so by engaging in…

July 18, 2025  | read icon 6 min read


  
 
  

Showing 1-8 of 59