Article Library

Glenn Neasham: victim of geography?
Article posted by Stephen Forman
Rather than re-hash Mr. Neasham's case, I'd like to make my point by contrasting his with a recent crime blotter which appeared on the Washington State Insurance Department's site. Quite different from Glenn Neasham's story, isn't it?

Is whole life insurance a rip-off?
Article posted by Ronald Pawlikowski
"Is whole life insurance a rip-off?" That is an actual question I received from a potential client, albeit many years ago. And it’s not a bad question, given the media’s treatment of whole life over the years.

7 secrets of successful mastermind groups: If I only knew then what I know now
Article posted by Jeffrey Reeves
For most of my life, that uncompromising independence denied me the support of well-intentioned family, friends, colleagues and like-minded entrepreneurs. Over the past decade, mentors, self-education and experience revealed to me the secrets of forming and operating successful mastermind groups.

5 critical elements to building a referral-based business
Article posted by Bill Cates
I’ve identified five critical elements to building a referral-based business. I’ll use the metaphor of a castle while discussing a business that is strong and less susceptible to negative influences like a sagging economy or volatile stock market, to name a few.

Buy term and “invest” the rest with indexed universal life
Article posted by Sheryl Moore
These “buy term and invest the difference” folks would suggest that you take the difference between the premium that you would have paid in whole life insurance and what you are actually paying for your term insurance premium, and invest it? Some sales idea... Too bad it doesn’t work!

Networking with strangers: the great American business myth
Article posted by David Newman
If you're networking with strangers, you're wasting your time.

7 ways to be more extroverted
Article posted by Michael Goldberg
Don’t save your small talk for the elevator. Think of all the times you were just going about your business and you could have struck up a conversation with someone influential (or anyone really) where there was a chance to create an opportunity.

​5 reasons every advisor should consider Social Security marketing
Article posted by Jonathan Musgrave
If you are new to Social Security marketing or simply confused by the sudden hype, this article is for you. I’ll share five reasons why Social Security optimization is perhaps the biggest marketing opportunity you will encounter in your career as an advisor.

Get published and acquire expert status
Article posted by Ed Morrow
Acquiring expert status isn’t really that difficult; it just takes a little effort and repeated media contact.

Who really needs an annuity?
Article posted by Dan McGrath
Do you have clients that are concerned about outliving their income in retirement? Of course you do — this is a legitimate fear for many Americans. A fixed annuity is often the best solution to offset that concern.

Preventing financial fraud critical to protecting retirement security
Article posted by Catherine Weatherford
As we near World Elder Abuse Awareness Day (WEAAD) on June 15, it’s important that we as an industry help clients avoid financial exploitation by promoting awareness and disseminating educational resources. Like so many other ills, information can be the best medicine.

What's the secret to taking your financial services career to new heights?
Article posted by Lew Nason
I have a couple of tough questions for you, and how you answer these questions may be extremely critical to determining your overall success in this business.