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James Katzaman
A letter from my accountant about the Affordable Care Act
Article posted by Jim Katzaman
My accountant is not given to correspondence unless you count the pocket calendars he mails every Christmas. So when I recently pulled an envelope from out of the mailbox, I thought maybe I did something wrong. Then I read, “Due to the far-reaching regulations and complexity of the ACA, tax firms industry-wide are gearing up for the new reporting requirements,” he wrote.
Daniel Williams
2014's best movies for business professionals: 21-25
Article posted by Daniel Williams
A struggling, small business owner; an art forger; a charismatic leader: Let's take a look at 2014's best movies for business professionals.
Steve Savant
Will LTC products that are linked drive standalone policies extinct?
Article posted by Steve Savant
It’s always interesting how consumer perception works in real life. They buy term life insurance and invest the difference rather than buy cash value life insurance. But they buy cash value long-term care in a hybrid policy instead of a standalone policy. It’s seems to be counterintuitive.
Daniel Williams
2014's best movies for business professionals: 16-20
Article posted by Daniel Williams
A dystopian ice age; an avalanche of regret; a great disappearing act: Let's examine five more of 2014's best movies for business professionals.
Warren Hersch
The top 5 priorities for life insurers in 2015
Article posted by Warren Hersch
Expect to see more simplified and consumer-friendly products, including annuities tailored to young workers looking to build a nest egg.
Daniel Williams
2014's best movies for business professionals: 11-15
Article posted by Daniel Williams
A sure shot; a modern day Moses; a sci-fi Groundhog Day: Today's movies reveal brilliant men who can't escape the things that haunt them.
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Tye Elliott
The key to targeting millennials
Article posted by Tye Elliott
As a broker, it’s essential to help your clients see the value to truly understanding the needs of their growing millennial workforce.
Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 2
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”
James Katzaman
Phishing season: Don’t get netted by a scam
Article posted by Jim Katzaman
Scammers scam because scams work. The last person you want to hear from is someone you placed on a firm financial footing who is now destitute because of a scam. Pick up the phone and give your clients a heads up before they also hear from Kenny.
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.
Roccy Defrancesco
When underperforming the S&P 500 is a good thing
Article posted by Roccy DeFrancesco
If you are tired of clients or potential clients pointing to the S&P 500 index as their investment benchmark, use the information in this article to help them understand that the S&P 500 has far too much risk to be used as a benchmark for an overall wealth building portfolio.
Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 1
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”
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