Article Library

Most Viewed Articles

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.
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?
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.
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.
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?
Marlene Satter
10 scary retirement statistics
Article posted by Marlene Y. Satter
Worrying about retirement is enough to give anybody gray hair. Here are 10 statistics that will further hasten your old age.
More Articles

Most Recent Articles

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.
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?
Julius Giarmarco
Estate planning, IRS update: Transfers of FLP and FLLC interests require immediate attention
Article posted by Julius Giarmarco
Family limited partnerships (FLPs) and family limited liability companies (FLLCs), if properly structured, are attractive vehicles for administrative convenience, income, estate and gift tax savings, and creditor protection.
Emily Zulz
Robo-advisors will need humans — yes, humans — to grow business: Cerulli
Article posted by Emily Zulz
New research from global analytics firm Cerulli Associates suggests that technology innovations will help grow — not hinder —an advisor’s business.
More Recent Articles