Browse Most Recent Articles

October 17, 2014
Breast cancer survivor chooses the path of least regret

February 13, 2012
Practice management tips for staffing and hiring

December 19, 2011
The indexed annuity price war revisited

November 22, 2011
The shifting paradigm: looming changes and opportunities for the annuity producer

September 30, 2011
Difficult customer types — Type 2: space cadets

September 7, 2010
Difficult customer types: Dealing with the "passive pleaser"

June 9, 2010
Safer havens: bonds vs. indexed annuities

April 29, 2010
Broker bias withers under the heat of third party studies

April 9, 2010
The Department of Unlikely Analogies

February 17, 2010
Suitability 101

January 15, 2010
Lessons from cupcakes

November 17, 2009
Scenes from the index annuity price war: How the battle for market share affects you and your clients

October 26, 2009
Pre-call question planning

October 15, 2009
What is great service?

October 13, 2009
Real world FIA returns

October 9, 2009
Objection handling, Pt. 1: handling the "trust objection"

October 6, 2009
Three tyrannies

September 2, 2009
Do annuity alternatives for income planning make sense?

August 24, 2009
Selling and the sub-producer, Pt. 2

July 28, 2009
Rethinking fixed index annuities

July 22, 2009
The latest on Rule 151A: Good news and bad news

June 15, 2009
New ideas in retirement planning, Pt. 2

June 12, 2009
Selling and the sub-producer, Pt.1

June 9, 2009
New ideas in retirement planning, Pt. 1

April 27, 2009
Present to win, Pt. 3: Public speaking tips for workshop producers

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