Browse My Most Recent Articles

May 15, 2013
John Bogle predicts two 50 percent declines in the market over the next 10 years

April 3, 2013
What is the best equity indexed universal life policy for your clients?

March 5, 2013
Insurance agent pays $10k fine for recommending sale of securities to purchase an FIA

February 21, 2013
Why you should stay away from Section 79 life insurance plans

February 4, 2013
Ameriprise sued by employees over excessive 401(k) costs

January 9, 2013
4 ways to replace life insurance sales lost due to the fiscal cliff deal

November 29, 2012
What is beta? Learn it and grow your business

November 12, 2012
Strategies to maximize the year-end exemption windfall

November 5, 2012
Why buying life insurance in a qualified plan is a terrible idea

October 22, 2012
"Rich Dad, Poor Dad" author files for bankruptcy

October 12, 2012
Year-end income tax reduction strategies: the good, bad and ugly

October 2, 2012
Agent fined by New Jersey Department of Insurance for postcard mailer

September 19, 2012
Will capital gains tax changes tank the stock market?

September 12, 2012
States are forcing insurance agents to become securities licensed

July 20, 2012
A new no-load annuity hits the market

April 30, 2012
Are fee-only advisors bad for our industry?

March 1, 2012
Agent faces up to four years in prison for selling an annuity

February 15, 2012
Insurance company sued in class action lawsuit over equity indexed universal life

January 31, 2012
Medicaid planning: Should your advice be best for your clients or society at large?

January 16, 2012
Life Partners sued by the SEC for fraud

January 5, 2012
Powerful uses of a first-to-die rider on a second-to-die life insurance policy

November 30, 2011
Why haven’t all your clients refinanced their mortgages?

November 2, 2011
Using IDGTs to create the family bank through the tax favorable purchase of life insurance

September 27, 2011
Using FIAs in defined benefit plans: it can and should be done

August 11, 2011
Trail commissions: How much money are you losing on FIA sales by not using them?

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