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| Creating multiple entities provides advantages for business owners
By John Brown Read this article to find out the scenarios in which multiple entities can be a favorable solution for business owners. |
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| Consider alternative assets for your clients’ retirement portfolios
By Tom W. Anderson So, why should you consider alternative assets when constructing your clients’ retirement portfolios? And, how do you get compensated for doing so? |
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| Disability insurance options for a diverse workforce
By Brad Nantz There are a variety of options available to protect the income of a diverse workforce. Read this article for an overview of your disability insurance options, and their strengths and weaknesses. |
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| Fiduciaries, Pt. 2: Selecting a trustee
By Connie J. Fontaine This article examines the factors individuals should consider when selecting a fiduciary and deciding between a corporate trustee and an individual trustee. Duties and responsibilities are also ad... |
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| Planting seeds: Getting referrals without asking
By Bill Cates Read this article to learn four ways to plant powerful referral seeds into your conversations with prospects and clients to end up with more referrals — without asking. |
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| Do you have a preservation strategy?
By Robyn Levin Read this quick story to get a new perspective on how to gain clients through family introductions and strengthen existing relationships. |
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| Annuity world sounds Investor Alert on NASD/FINRA Investor Alerts
By Steven S. Delaney Agents and registered reps may want to consider an “Investor Alert” on NASD/ FINRA Investor Alerts. Registered reps need to consider the danger in the bias and risk associated with NASD/ FINRA Inve... |
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| Income Planning 101
By Kevin E. Vozar If you want to separate yourself from your peers, review your clients’ plans and needs often, but keep it simple, realistic and attainable. Read this article to find out how to keep a client for life. |
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| The Million Dollar Marketing System, Step 5
By Annette M Bau Creating a foundation is the first thing you need to do to reap the benefits of the Million-Dollar Marketing System. Read this article to find out why. |
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| Where does Liberty Mutual get $6.2B?
By Andrew Barile Read this article for an understanding of where firms such as Liberty Mutual get the funds to purchase other companies and why the network news can’t give you the answer. |
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| Make your life insurance sales career recession proof, Pt. 2
By Lew Nason The second step in making your life insurance sales career recession proof is to set up a marketing program to deliver your unique, special message in a way that attracts the right people to you. |
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