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Christopher P. Hill, RFC
Why you should start taking Social Security as soon as possible
Article posted by Christopher P. Hill
In most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they can.
Marlene Satter
10 most expensive states for retirement health care
Article posted by Marlene Y. Satter
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
Sheryl J. Moore
100 facts people need to know about annuities
Article posted by Sheryl Moore
Did you know that that the #1 fear of Americans is outliving their retirement income? (Death comes-in as the second top fear.) What an awesome opportunity for our industry to educate, right?
Bryce Sanders
11 do's and don'ts on how to handle your competition
Article posted by Bryce Sanders
Imagine this: You are talking to a sophisticated prospect about investing. Insurance is your primary topic, yet you realize they use other financial services, too. You want to turn the prospect into a client. But who else has the same idea?
Lynette Gil
8 great opening lines for insurance producers
Article posted by Lynette Gil
How do you break the ice with a prospect? It's kind of like dating, really.
Rich Lane
The top 5 fixed annuity benefits to discuss with clients
Article posted by Rich Lane
The opportunity to make investments with a guaranteed minimum rate of return is just one of the reasons why fixed annuities are gaining steam.
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Most Recent Articles

Michael Goldberg
Five things you can do to produce sales activity now
Article posted by Michael Goldberg
Other than making a billion cold calls, here are five things you can do right now from the comfort of your office or car. And I mean right now!
Steven McCarty
In trust we trust: Five classic strategies for higher sales
Article posted by Steven McCarty
The best sales ideas focus on trust-building. Such techniques create relationships, not transactions, which is ultimately more profitable for both advisor and client.
Christopher P. Hill, RFC
Why you should start taking Social Security as soon as possible
Article posted by Christopher P. Hill
In most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they can.
Melanie Waddell
DOL fiduciary rule will cost firms $3.9 billion: FSI study
Article posted by Melanie Waddell
The fiduciary rule will be a big headache for small BDs and advisors, FSI says.
Christopher P. Hill, RFC
What do balloons and the stocks have in common? They both geometrically inflate
Article posted by Christopher P. Hill
Most of us have seen a clown or magician who blows up balloons and transforms them into lively shapes and sizes. Watching these balloon experts in action can be quite an entertaining experience. They are very talented and make their craft look so easy.
Marlene Satter
10 most expensive states for retirement health care
Article posted by Marlene Y. Satter
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
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