ARTICLE LIBRARY

Avoid the wages of slime: How to fight clean and win
By Steven McCarty
Featured Expert: Ethics in Sales and Marketing
All marketplaces have slimy competitors. They acquire prospects in dubious ways, spread lies about the competition, misrepresent products, and bully prospects to buy. In the short term, they may have an advantage. But over the long term, their scu...

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When it comes to benefit enrollment, which method is best?
By Adam Stohlman
Featured Expert: Life Insurance Trends
With all of the products, carriers and enrollment systems available in the group benefits market today, it is critical that we, as advisors, consider all alternatives in determining which best fit our clients' needs.

| No comments on this Article | More in Life Insurance |

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The Roth IRA annuity sales guide
By Jason Smitka
This article details how the benefits of a Roth IRA present great opportunities for financial professionals seeking to help their clients with annuity solutions.

| No comments on this Article | More in Income Planning |

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How to make a million dollars as an advisor
By Brian Lucius
Featured Expert: Prospecting Strategies
These days, perception is reality, and your business needs to look like a million dollars. Now is the time to start thinking seriously about your image and your brand.

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Suitability 101
By Bob Seawright
Featured Expert: Sales and Marketing for Practice Growth
This article outlines a helpful approach for dealing with suitability issues.

| No comments on this Article | More in Annuities |

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Pitfalls of competitor profiling
By Karen Rothwell
Featured Expert: Technology in Sales and Marketing
Competitor profiles are one of those competitive intelligence (CI) topics that can generate wide differences in opinion. This article will help you understand how to use them effectively.

| No comments on this Article | More in Income Planning |

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How to instantly become your client's trusted advisor
By Chris Conklin
Featured Expert: Income Planning and Investing
This article discusses how agents can tap into what clients really care about -- their long-term financial security -- to earn their clients' trust and make bigger sales.

| 2 comments on this Article | More in Income Planning |

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Trust-owned annuities
By Julius Giarmarco, Esq.
Featured Expert: Advanced Estate Planning
This article discusses, in detail, the income tax consequences of irrevocable trusts owning annuity contracts, and how to properly design such trusts.

| 1 comment on this Article | More in Estate Planning |

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Helping retirees establish a retirement income planning process
By Jason Lampa
Featured Expert: Sales and Marketing for Boomers
As 77 million baby boomers near retirement, they will be looking to consolidate their assets and find an investment professional who can create a retirement planning process that will provide them the highest probability of not outliving their inc...

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Don't forget state estate tax
By Carl "Skip" Rapp
Featured Expert: Trust Services for Estate Planning
This article gives a succinct overview of the state estate tax situation, with emphasis on explaining which states levy a tax and which ones don't.

| No comments on this Article | More in Estate Planning |