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Vanessa De La Rosa
These are the 12 top U.S. metro areas for high-net-worth prospects
Article posted by Vanessa De La Rosa
Where can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
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.
The big picture on dual licenses
Article posted by David Port
Advisors speak out about the benefits of being dually licensed.
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.
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?
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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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?
Curtis Hawks
The importance of offering a second opinion and policy review
Article posted by Curtis Hawks MBA
In any industry with personalized professional service, a second opinion or check up is a valuable way to ensure progress and uncover any potential missed opportunities. For an agent or advisor, not only is a policy review part of reinforcing quality of services to a client, it may also present other business.
Michael Goldberg
Attitude and effort
Article posted by Michael Goldberg
When it comes down to it, there are really two things in life that you have complete control over: your attitude and your effort.
Sarah Schwarcz
Why are Americans putting off retirement?
Article posted by Sarah Schwarcz
The number of Americans over the age of 60 delaying retirement is down from 66 percent in 2010 to 53 percent today, according to a study by We’d like to share some takeaways from this important study.
The evolution of long-term care planning
Article posted by Mike Padawer
As our country continues its seismic shift in demographics, long-term care planning has never been more important; yet, most advisors approach the topic with clients in very ineffective ways.
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