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  1. Matthew Rettick: Adapting to the changing landscape of the f...
    Among the elite top 1 percent of producers nationwide, Matthew Rettick shares invaluable insights on how advisors can embrace change to succeed in the new world of annuity sales and best marketing practices.
  2. Reid Abedeen: Become a better advisor with the right mentor
    Reid Abedeen, well-known mentor and advisor, shares why finding the right mentor can give you the preparation, structure and education you need to succeed with every unique client.
  3. Kevin Wingert: Strategies and forecasts from the "Product Ex...
    Kevin Wingert, the industry's product expert, offers his unique insights on the importance of coupling keen product knowledge with solid branding and marketing efforts.
  4. Karlan Tucker: Finding success with indexed annuities
    Annuity expert Karlan Tucker shares his valuable insight on selling indexed annuities, as well as what he thinks the effects of Rule 151A might be.
  5. Discover the true value of critical illness plans
    Ken Smith is dedicated to educating the industry about the value of critical illness, and provides detailed insight into how this crucial product can complement other financial services products.
  6. Kevin Seibert: Strengthen the retirement of American workers
    Kevin Seibert provides invaluable insight for advisors looking to educate both themselves and their clients on the importance of effectively managing retirement income risk.
  7. Grab additional market share with this little known Estate P...
    Henry Abst is an industry pioneer who created an estate planning approach that will save your prospects and clients considerable headaches. Furthermore, it'll help you enhance your strategic relationships. This information surprised even me -- som...
  8. Sri Reddy: Serve the middle market and find success
    Sri Reddy explains his commitment to serving America's traditionally underserved middle market--those who need expert retiremet income guidance more than almost anyone else.
  9. Get creative with irrevocable life insurance trusts
    There's more than one way to use life insurance. Terri Getman has made a career solving problems with creative life insurance strategies, including irrevocable life insurance trusts (ILITs).
  10. Ann Connolly: Trends in retirement income solutions
    Ann Connolly of Deloitte Consulting LLP discusses investment-oriented retirement solutions, and also identifies some trends in this burgeoning market.
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When you want to find the right consultant, coach, mentor or expert - who can you look to? Up-close and Professional is the unique resource that introduces you to an extensive line-up of the most highly respected consultants, coaches, mentors and experts in the financial industry.

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