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Retirement »

Marlene Satter
Reverse mortgages should be handled with caution
Article posted by Marlene Y. Satter
Reverse mortgages can aid in improving some retirees’ financial situation, but a number of considerations mean that they should be approached with caution

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My Practice »

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Health »

Paul Wilson
What do you love most about working in the benefits industry?
Article posted by Paul Wilson
Almost everyone has that one moment that solidified why they do what they do. Here are a few examples of why our readers work in benefits.

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Annuities »

William Byrnes
Indexed annuities exception would ease DOL fiduciary burden
Article posted by William H. Byrnes, Esq.
The Department of Labor (DOL) fiduciary rule, as it currently stands, would sweep sellers of increasingly popular fixed indexed annuities under the definition of fiduciaries—requiring these sellers to take steps toward compliance in just a few short months (by April 10).

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Life »

InforcePRO
Four secrets to selling life insurance to millennials
Article posted by Rick Stevens
If you’re not already investing in building relationships with this generation maybe it’s time to ask yourself, why not?

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