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  • Trust-owned annuities
    By Julius Giarmarco, Esq.
    Featured Expert: Advanced Estate Planning
    This article discusses, in detail, the income tax consequences of irrevocable trusts owning annuity contracts, and how to properly design such trusts.
  • Rags to niches
    By Michael Goldberg
    Question: Do you have your niche figured out? Here's a much better question: Do you even have a niche?
  • Protecting your clients' 401(k)s
    By Paul J. Cross
    Featured Expert: Investment Strategies
    On the job, in-service, non-hardship, under age 59˝, 401(k) transfers to safety are salvaging retirement plans from market risk, and combined with the new Roth conversion privileges, they are helpi...
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ARTICLE LIBRARY

(02/08/10)   Loss assessment coverage explained
(02/08/10)   Say hello to income annuities: another tool in your too...
(02/05/10)   Concurrent causation rule and its alternative, the anti...
(02/05/10)   The CLASS Act is a hot topic in long term care
(02/04/10)   Giving back is good for business
(02/04/10)   Protecting your clients' 401(k)s
(02/04/10)   Finding free life insurance sales leads
(02/03/10)   Rags to niches
(02/03/10)   How to instantly become your client's trusted advisor
(02/02/10)   To sell, you first have to see
(02/02/10)   Focus is the key to taking your practice to another level
(02/02/10)   Trust-owned annuities
(02/01/10)   Helping retirees establish a retirement income planning...
(02/01/10)   Beware of unethical reverse mortgage cross-selling
(01/29/10)   You must shorten your sales cycle
(01/29/10)   The year of the connector
  1.   Policy loan triggers substantial taxable income
  2.   How to sell life insurance despite our struggling economy, Pt.1
  3.   The $10M secret that marketing organizations are afraid to t...
  4.   You must shorten your sales cycle
  5.   Trust-owned annuities
  6.   Even Ed Slott is wrong about Roth IRA conversions
  7.   Taking a bold approach to your 2010 marketing
  8.   The money aging factor, Pt. 2
  9.   Anatomy of a fixed annuity income rider, Pt. 2
  10.   Helping retirees establish a retirement income planning process
  11.   Eurekonomics: Cash-value life insurance and home equity
  12.   How we sold LTC insurance "back in the day"
  13.   Roth IRA conversions: Do they make sense?
  14.   Beware of unethical reverse mortgage cross-selling
  15.   How to instantly become your client's trusted advisor
  16.   A great opportunity in the employee benefits market
(02/03/10)   How to instantly become your client's trusted advisor
(02/02/10)   Trust-owned annuities
(02/01/10)   Helping retirees establish a retirement income planning...
(01/19/10)   Don't forget state estate tax
(01/06/10)   LTCI: The perfect year-end discussion
(01/06/10)   Impediments to a well-planned estate, Pt. 4
(01/04/10)   Six new (and favorable) long term care rules
(11/25/09)   RIAs are becoming the advisors of tomorrow
(11/17/09)   Scenes from the index annuity price war: How the battle...
(10/28/09)   "I need to think about it"
(10/22/09)   Career development for financial advisors, Pt. 2: movin...
(10/21/09)   Will Google's Caffeine jolt your Web site's rankings?
(10/09/09)   Objection handling, Pt. 1: handling the "trust objection"
(10/01/09)   Use inheritance coaching to increase asset retention
(10/01/09)   A primer on GLWBs, Pt. I
(09/24/09)   Income planning basics: Tax effects of annuitization ve...

Boomers in Crisis: How You Can HelpBoomers in Crisis: How You Can Help
By Heather Trese
Baby boomers need retirement help more than ever. Are you poised to deliver it to them?..
This Month's Headlines
  • Selling Today's Tools in Tomorrow's World, By Michael Murillo
  • Charitable Planning 101: How to Do It Right, By ASJ Staff
  • More from Agent's Sales Journal: Home Page / Subscribe
    • Health Reform Takes A Body BlowHealth Reform Takes A Body Blow
    By Arthur D. Postal
    Healthcare reform legislation is on life support and will not move ahead unless President Obama "forcefully and specifically states how to move the process forward," says an industry lobbyist...
    This Month's Headlines
  • Lessons From The VA World, By N. Blazzard and J. Hasenauer
  • Time Is Ripe For Annuity/LTC Combo, By Mary M. Fay
  • More from National Underwriter: Home Page / Subscribe
    • The ethical advisor: Putting clients first for successThe ethical advisor: Putting clients first for success
    By Daniel Williams
    But, what are the best strategies to maintain an ethically-sound business?..
    This Month's Headlines
  • Finding new markets in life insurance, By David Port
  • Obama takes a bite out of (financial) crime, By Daniel Williams
  • More from Senior Market Advisor: Home Page / Subscribe
    • Forward thinking on advanced marketsForward thinking on advanced markets
    By Charles K. Hirsch
    Industry heavyweights offer insight and advice on exit planning, STOLI, and how producers can break into and make an impact in advanced markets...
    This Month's Headlines
  • State death taxes: The new planning concern, By Richard E. Kait
  • Technology-enhanced service..., By M. Shadler and E. Edwards
  • More from Life Insurance Selling: Home Page / Subscribe

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    Join the Discussion

    Posted: Mon Feb 08, 2010 11:56 am
    Board: Sales and Marketing
    Sales Seminar or Financial Literacy Event?
    Over the years, many advisors have conducted sales seminars under the premise of financial education only to have the attendees leave with the feeling that they were being sold a specific product in c...
    Continue Reading This Post
    Posted: Mon Feb 08, 2010 10:33 am
    Board: Long Term Care
    Re: The CLASS Act is a hot topic in long term care
    The CLASS Act is a government program, do we need to say more? My suggestion is to really understand the contractual language of what ever LTCi policy or policies you want to represent. If you choose ...
    Continue Reading This Post
    Posted: Sat Feb 06, 2010 8:39 pm
    Board: Investments
    Re: IRA-pension rescue, Pt. 1 -- Using cash-value life in...
    Hello,
    Thanks for educating us about the importance of the life insurance in rescuing IRA.
    I wonder how these big people like Bill Gates, Bill Ford, Micheal Dell etc. manage to give their investm...
    Continue Reading This Post
    Posted: Fri Feb 05, 2010 4:07 pm
    Board: Life Insurance
    Re: ACLI takes stand against LI securitization
    Life Insurance Settlement Association Responds to Misleading ACLI Position on Life Settlements
    Marketwire, 5 February 2010
    Orlando, FL
    Today, Russel Dorsett, President of the Life Insurance...
    Continue Reading This Post
    Posted: Fri Feb 05, 2010 2:17 pm
    Board: Life Insurance
    Re: Finding free life insurance sales leads
    This article is really great. I am currently starting my career as an agent/provider... These tips are really helpful.
    Thanks
    Continue Reading This Post

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