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James Katzaman
A letter from my accountant about the Affordable Care Act
Article posted by Jim Katzaman
My accountant is not given to correspondence unless you count the pocket calendars he mails every Christmas. So when I recently pulled an envelope from out of the mailbox, I thought maybe I did something wrong. Then I read, “Due to the far-reaching regulations and complexity of the ACA, tax firms industry-wide are gearing up for the new reporting requirements,” he wrote.
Daniel Williams
2014's best movies for business professionals: 21-25
Article posted by Daniel Williams
A struggling, small business owner; an art forger; a charismatic leader: Let's take a look at 2014's best movies for business professionals.
Steve Savant
Will LTC products that are linked drive standalone policies extinct?
Article posted by Steve Savant
It’s always interesting how consumer perception works in real life. They buy term life insurance and invest the difference rather than buy cash value life insurance. But they buy cash value long-term care in a hybrid policy instead of a standalone policy. It’s seems to be counterintuitive.
Daniel Williams
2014's best movies for business professionals: 16-20
Article posted by Daniel Williams
A dystopian ice age; an avalanche of regret; a great disappearing act: Let's examine five more of 2014's best movies for business professionals.
Warren Hersch
The top 5 priorities for life insurers in 2015
Article posted by Warren Hersch
Expect to see more simplified and consumer-friendly products, including annuities tailored to young workers looking to build a nest egg.
Daniel Williams
2014's best movies for business professionals: 6-10
Article posted by Daniel Williams
A brilliant codebreaker; a tough love teacher; a world built by a child: Today's movies reveal people who change the world around them.
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Most Recent Articles

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.
southpaw
The big picture on dual licenses
Article posted by David Port
Advisors speak out about the benefits of being dually-licensed.
Tye Elliott
The key to targeting millennials
Article posted by Tye Elliott
As a broker, it’s essential to help your clients see the value to truly understanding the needs of their growing millennial workforce.
Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 2
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”
James Katzaman
Phishing season: Don’t get netted by a scam
Article posted by Jim Katzaman
Scammers scam because scams work. The last person you want to hear from is someone you placed on a firm financial footing who is now destitute because of a scam. Pick up the phone and give your clients a heads up before they also hear from Kenny.
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.
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