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Roccy Defrancesco
Compliance bombshell: New regs to curb EIUL illustration abuses
Article posted by Roccy DeFrancesco
I've been beating the drum for several years about abusive illustrations that continue to come across my desk, and now it looks like those abuses are going to dramatically change the EIUL industry.
Kelly Moser
Whoops! Why you shouldn’t use your personal social media accounts for business
Article posted by Kelly Moser
I want to tell you a cautionary tale that might make you think twice about mixing business with pleasure.
kstartt
Why the Motley Fool needs to be schooled on retirement income
Article posted by Kevin Startt
I am embarrassed by how the life and annuity business-builders play games with illustrations, dividends and caps on everything from whole life to fixed indexed universal life. So what is Mr. Self-help Tony Robbins up to that would cause Motley Fool to declare index annuities the scourge of the earth and be so dastardly?
jeer8lie
Why Dave Ramsey and Suze Orman are wrong about life insurance in retirement
Article posted by Tom Martin
Are the media pundits correct when they advise that the average family to dump their coverage in retirement? Probably not.
Ed McCarthy
Changing channels: What's next in life insurance distribution?
Article posted by Ed McCarthy
Are insurance advisors about to go the way of VCRs and be replaced by online avatars? Not likely.
Mike McGlothlin
Annuities and sports: What I learned from Coach Bob Knight
Article posted by Mike McGlothlin CFP®, CLU, ChFC, LUTCF
Being part of a winning program led by a Hall of Fame coach provided me the foundation for business success. If our industry used some of the success principles of high-quality sports programs, I think we would perform differently.
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Drew Gurley
Personal branding, Pt. 3: What are your target clients’ special needs?
Article posted by Drew Gurley
By this point in this series, you’re locked in on who you are and what business you are in. So now: Is there anyone out there who cares, and what do they really need?
Steve Selengut
When is 2 percent better than 6 percent? When the DOL says it is
Article posted by Steve Selengut
The 401(k) "space," as they call it, has become a lucrative product shopping mall, totally out of touch with what should be the purpose of these "quasi"-retirement programs.
Paul M Mallett
Life does not end at retirement
Article posted by Paul Mallett
Advisors and agents who single-mindedly encourage clients to buy term life insurance just to get them through their working years are overlooking some pretty significant risks that still exist well into our golden years.
SteveLewit
The top 3 sales land mines
Article posted by Steve Lewit
Sales land mines come in all shapes and sizes. Focusing on these three key land mines will save you time and energy, and increase the quality and success of your meetings.
Dennis Postema
10 tips to become more productive
Article posted by Dennis Postema
It’s important not to lose sight of your goals and how you will achieve them. Use these 10 tips to help get yourself back on track and be more productive.
Vanessa De La Rosa
The 10 worst states for retirees' taxes
Article posted by Vanessa De La Rosa
When your clients enter retirement, their state's tax laws can pack a big punch on their portfolios. Which states are the least tax-friendly for retirees?
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