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Michael Markey
3 exciting unintended consequences of the DOL rule
Article posted by Michael Markey
The death of FIA distribution and other products due to the DOL fiduciary rule is a travesty for our industry. Or is it?
Lynette Gil
10 sales behaviors that prospects hate
Article posted by Lynette Gil
Here's a list of things you might be doing that are repelling prospects.
Kristen Beckman
10 best and worst states for military retirees
Article posted by Kristen Beckman
WalletHub ranked the best and worst states for military retirees based on the economic environment, quality of life and access to health care.
Bernice Napach
Top 4 reasons you better discuss Social Security with clients
Article posted by Bernice Napach
Among them, the risk of losing clients who would rather switch to an advisor who will.
Warren Hersch
6 questions about containing health care costs in retirement
Article posted by Warren Hersch
The health care industry needs more price transparency, as costs for medical tests can be thousands of dollars, HealthView Services's CEO says.
Greg Preite
7 reasons why advisors should be using email marketing
Article posted by Greg Preite
The technique of email marketing can create many great things for an advisor's business.
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Lew Nason
​What the sales experts won't tell you: You're being too stubborn
Article posted by Lew Nason RFC, LUTCF
Changing the way you do business may be hard, but it may make the difference between a five-figure salary and a six.
Marlene Satter
10 worst states to retire rich and watch your money disappear
Article posted by Marlene Y. Satter
Here are the 10 states where you’ll likely end up feeling more like a poor relation in retirement, due to such things as taxes, living expenses, health and Medicare spending.
Melanie Waddell
12 steps for an exam-proof cybersecurity plan
Article posted by Melanie Waddell
Cipperman Compliance Services has released steps to help advisors and BDs tackle cyber compliance.
Helping prospects buy life insurance
Article posted by Lloyd Lofton
Specific examples of how advisors and insurance agents can make sure their clients and their clients' loved ones are covered in case the unthinkable happens.
Ted Jenkin
Will big health insurance companies need a financial bailout?
Article posted by Ted Jenkin
Obamacare is not decreasing premiums for America as promised ... it's increasing them. So the question is, what happens down the line when premium increases are no longer feasible?
Janet Levaux
5 ways to make the most of slow growth: Kleintop
Article posted by Janet Levaux
Despite sluggish productivity growth, advisors and investors still can find bright spots in different sectors and countries, the Schwab strategist says.
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