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Emily Holbrook
The top 10 annuity sales leaders for Q2 2014
Article posted by Emily Holbrook
After a rocky first quarter, MetLife takes the lead.
Bill Coffin
You are dead. Continue (Y/N)?
Article posted by Bill Coffin
The time has come for us to turn life insurance into a really, really good video game.
The PT Services Group
Growth requires discomfort
Article posted by John Pojeta
Are you willing to endure discomfort if it means moving your business to a new level of success?
David Shields
Dispelling misunderstandings about annuities
Article posted by David Shields
Over the last 21 years of my career in the financial industry, I have constantly been amazed at the misconceptions and lack of knowledge the public has about annuities. I understand that annuities are rarely (if ever) discussed in schools or colleges, but the average investor’s preconceived notions about these incredible retirement vehicles are grossly inaccurate.
Mark Fitzgerald
Are you selling products or providing solutions?
Article posted by Mark Fitzgerald
There’s a big difference between selling products and providing solutions. Even though both activities aim to end with a sale, making it your priority to provide solutions first and foremost is a better approach for both your clients and your practice. This is especially true when you are helping your clients plan for retirement and explore annuities as part of their portfolio.
Dan Berman
12 worst financial advisors in America: 2014
Article posted by Dan Berman
The dirty dozen follow in the sad tradition of their brethren of years past.
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John L. Olsen, CLU, ChFC, AEP
Does your firm have a threat assessment committee?
Article posted by John Olsen
When weaknesses are identified and appropriate strengthening measures are applied, those measures will not merely reduce a firm's vulnerability to attack; they will also reinforce the firm's primary mission, which is (or should be) “to produce an increasing volume of suitable product sales and thus help our clients to achieve their financial objectives”.
Daniel Williams
5 answers every investor needs to know about annuities
Article posted by Daniel Williams
On the eve of the 2014 IMO Summit, NAFA released a paper that helps advisors educate their clients.
Alanna Ritchie
Advisor tips for working with mobile millennials in the job-hopping market
Article posted by Alanna Ritchie
Millennials possess a retirement and insurance void created by job instability, the need for self-discovery and the transience of belonging to a generation compelled to start over and over and over again.
Joelyn Brickner
Breast cancer survivor chooses the path of least regret
Article posted by Joelyn Brickner
Having spent 25 years of her career on Madison Avenue as a senior executive at global advertising agencies including TBWA/Chiat Day, Erdman was used to tackling big challenges, only this time it wasn't vying for a Fortune 500 company’s million-dollar advertising campaign. This time the stakes were much higher — saving her own life.
George Shave
Is the fixed annuity market like playing Russian roulette — and will you get hurt?
Article posted by George Shave
Carriers are playing with fire in their next generation of products, getting further away from the basic value proposition of fixed indexed annuities. It's a game of Russian roulette; only in this game, the gun is loaded with multiple bullets. Eventually, the gun goes off and there are casualties. Will you be among them?
Vanessa De La Rosa
Q&A with five of the most successful advisors in the industry
Article posted by Vanessa De La Rosa
Here’s a recap of what the five Advisor of the Year finalists had to say about education, holistic planning, inflation, annuities, work-life balance, the biggest challenges to the industry and how they’ve become so successful in their practices.
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