A recent study found that only 18% of retirement-age women can pass a basic quiz on how to make a nest egg last in retirement, a quiz nearly twice as many retirement-age men are able to pass.
Few women in insurance or financial services are as accomplished as Juli McNeely, who graciously shares her insights in this week’s Producer Profile.
This one-of-a-kind rider from Royal Neighbors is designed to waive premium payments in the event of a diagnosis of three specific types of cancer that predominantly inflict women.
Being an independent life insurance agent and an agency owner is proving a perfect fit for Danielle Byrne, as it allows her to be present for her family while still helping people make responsible, critical decisions.
Founder and CEO of Work at Home Vintage Experts shares a message to believe in yourself, take risks, and run a state of the art, best practices agency that nurtures and rewards talent.
The Insured Retirement Institute President and CEO Cathy Weatherford’s new book, “Women and Wealth: Inspiring Stories from Real Women on the Path to Financial Success,” offers lessons from women who have overcome financial challenges, with each story providing takeaways for both women and the financial professionals who serve them.
Washington D.C.-based employee benefits specialist Donna Alcorn has worked long and hard to develop trust among her client base, enabling her to deepen relationships as clients progress in their careers and go on to retire.
A strong desire to help as many people as she can drives this high-profile Tampa-based advisor, who had her “light bulb moment” three years ago that led her to start her own wealth management advisory firm.
This frequent-flying executive has mastered the skill of working efficiently on the run, and has built a culture where women can thrive and lead.
Study finds a growing percentage of women are confident in role as “CFO” of their household, but not as confident when it comes to investing and retirement planning. This shows the importance for producers to demonstrate they understand the needs of a modern family.