Exposing the Mindset of a $40 Million-Dollar Producer
Annuities >>
Karlan Tucker
How to lose your nest egg
by Karlan Tucker
Expert of Indexed Annuities
This article cautions clients that losing your nest egg is much easier than they may think. It compares placing a nest egg in the market versus a fixed indexed annuity

Investments >>
Jeffrey Stukey
How to add active money management to boost an income plan
by Jeffrey Stukey

Income planning has become a very common practice for many advisors over the past several years, but has really come to the forefront as market volatility has made clients re-think how they will receive income and where the income will come from. The top question on most clients’ minds is, “Will I have enough income to last the rest of my life?”

Long Term Care >>
Jesse Slome
Guide on LTCI to be published in Kiplinger's Personal Finance magazine
by Jesse Slome
Expert of LTCI and CI Marketing & Sales Trends
A special eight-page consumer guide focused on encouraging long term care insurance planning will be included in all issues of Kiplinger's Personal Finance magazine. The guide will appear in the magazine's November issue as part of the industry's commitment to Long Term Care Awareness Month (November).

Retirement Planning >>
Mitchell Kauffman
Minimizing how the economy impacts retirement plans
by Mitchell Kauffman

There are a number of key strategies that can make a significant difference as you and your clients reevaluate retirement during these tumultuous times.

Sales and Marketing >>
Alana Schofield - Kohl
Make your PR placement work for you
by Alana Schofield - Kohl

This article discusses what to do before and after a big interview in order to gain the largest impact.

Income Planning >>
Susan Zimmerman
Financial disharmony: Could there be trauma behind the money drama?
by Susan Zimmerman
Expert of Psychology and Sales
If your clients’ financial choices have left them poorly prepared for the future, the spending messages of our culture may not be the only the culprit.