James T. (Jim) Swink

Displaying 3 results
YOUR PRACTICE PRACTICE MANAGEMENT MAY 26, 2016
How advisers can win in the financial services industry revolution

Change and upheaval in technology, regulation and client servicing bring new opportunities.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 07, 2016
Failure to adapt can lead to missed opportunities

Railway moguls missed once-in-a-lifetime business opportunity in the early 1900s by not really understanding the business they were in. Are advisers doing the same thing?

Legacy planning is not just for the rich and famous
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 22, 2016
Legacy planning is not just for the rich and famous

We all have a legacy, whether planned or unplanned. Active planning allows us to pass on a financial legacy.