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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.
Marlene Satter
10 CEOs with the highest pay
Article posted by Marlene Y. Satter
Other people might have trouble saving for their retirement years, but that’s definitely not the case for CEOs of major companies. In fact, the money that companies sock away for those CEOs is so large that it requires companies to explain themselves to their stockholders.
Michael Markey
Dave Ramsey's unjust war on whole life insurance
Article posted by Michael Markey
Eight and a half million listeners are impacted by Dave Ramsey’s misguided message that whole life insurance is “a really bad product.”
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.
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?
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Most Recent Articles

Ed McCarthy
Variable universal life insurance: weighing the pros and cons
Article posted by Ed McCarthy
VUL generates strong reactions among advisors — some swear by it while others swear at it.
Marlene Satter
10 CEOs with the highest pay
Article posted by Marlene Y. Satter
Other people might have trouble saving for their retirement years, but that’s definitely not the case for CEOs of major companies. In fact, the money that companies sock away for those CEOs is so large that it requires companies to explain themselves to their stockholders.
Rob Liano
5 ways to get set for open enrollment
Article posted by Rob Liano
Right now is the perfect time to start preparing for AEP/OEP so that you can capitalize on the opportunity when it arrives. This will make your life much easier because too often, things like this come upon us much sooner than we initially expect.
Michael Markey
Dave Ramsey's unjust war on whole life insurance
Article posted by Michael Markey
Eight and a half million listeners are impacted by Dave Ramsey’s misguided message that whole life insurance is “a really bad product.”
Nichole Morford
How 10 life insurers got their start
Article posted by Nichole Morford
Today's life insurance carriers sell hundreds of products, serve millions of clients and bring in billions in revenue. But many of them got their start as small family companies, built from the ground up by smart businesspeople committed to filling a specific market need.
Greg Preite
How to connect with CPAs and other professionals by blogging
Article posted by Greg Preite
When you use highly personalized communication to connect with CPAs and other professionals, you show them the person behind your business name. Your blog allows you to showcase your expertise to your peers, build a highly respected reputation, and increase your referral rate.
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