Charles L. Ratner

At this stage of clients’ lives, addressing fears is just as important as their goals.

It’s not just the technical, it’s also the technique.

Clients join in to interview competing companies.

Collaborative advisors set the stage for a client’s informed decision.

The discourse has to move on from marketing platitudes to practical guidance for policyholders and their advisors.

Another case that creates great client service opportunities involving redemption adjustments.

It’s time for a paradigm shift in the conversation with advisors.

How to give agents value for their cash.