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Retirement »

Marlene Satter
9 retirement moves other countries get right
Article posted by Marlene Y. Satter
Other countries are ahead of the U.S. on the retirement curve. In fact, according to theMelbourne Mercer Global Pension Index (MMGPI), the U.S. doesn’t even make the top 10—and that’s not good news.

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Health »

BenefitsPro
Paul Ryan's ACA replacement plan
Article posted by Benefits Pro
Speaker Paul Ryan says he has a blueprint for replacing the Affordable Care Act.

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My Practice »

Warren Hersch
Outside vs. inside sales: For DOL it’s a key distinction
Article posted by Warren Hersch
Last adjusted in 2004, the DOL overtime rule is expected to affect 4 million-plus workers, including nearly 1 in 5 (19 percent) of staffers employed in insurance and financial services.

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Annuities »

William Byrnes
New regs encourage split annuity pension option
Article posted by William H. Byrnes, Esq.
One of the most difficult pre-retirement decisions that a client may be faced with is whether to accept a lump sum option from his or her pension plan. Read about the new split distribution option.

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Life »

Sandy Schussel
Help your clients be heroes
Article posted by Sandy Schussel
Financial advisors avoid it whenever they can. Coaches tremble at the thought of it. Lawyers pretend it’s beneath them, so they won’t have to do it. Even when I show them how to do it, they find ways to avoid it. What is this unthinkable task? …Asking for referrals.

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