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Christopher P. Hill, RFC
Important checklist when faced with a death
Article posted by Christopher P. Hill
Losing a loved one is arguably one of the most difficult experiences in life. In addition to coping with the grief and loss of a loved one, there are also a variety of challenging tasks and important financial decisions to be completed.
Nick Thornton
Will DOL fiduciary rule compliance dates be delayed?
Article posted by Nick Thornton
Sources familiar with talks between lawmakers and industry stakeholders say consideration is being given to delaying the implementation dates for the Department of Labor’s fiduciary rule.
Brian Leising
The Eight Elements of Extended Care Riders
Article posted by Brian Leising
Here are eight of the major distinguishing features of extended care riders offered on life insurance contracts. All include some combination of the eight elements. This allows you to find the right formula for each client.
Curtis Hawks
Ten best practices to boost your email marketing activity
Article posted by Curtis Hawks MBA
Many advisors miss opportunities to get the most out of their email. Here are ten best practices for email marketing.
Marlene Satter
Investors, advisors 'miles apart' in return expectations
Article posted by Marlene Y. Satter
Study says advisors also fear new regs and some are planning to leave the industry
Michael Markey
Here’s how Dave Ramsey racked up billions in listener losses
Article posted by Michael Markey
On August 4th while listening to “The Dave Ramsey Show,” I wondered how the host, in about two minutes time, could unknowingly cause so much damage.
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BenefitsPro
Paul Ryan's ACA replacement plan
Article posted by Benefits Pro
Speaker Paul Ryan says he has a blueprint for replacing the Affordable Care Act.
Warren Hersch
Outside vs. inside sales: For DOL it’s a key distinction
Article posted by Warren Hersch
Last adjusted in 2004, the DOL overtime rule is expected to affect 4 million-plus workers, including nearly 1 in 5 (19 percent) of staffers employed in insurance and financial services.
Nick Thornton
Will DOL fiduciary rule compliance dates be delayed?
Article posted by Nick Thornton
Sources familiar with talks between lawmakers and industry stakeholders say consideration is being given to delaying the implementation dates for the Department of Labor’s fiduciary rule.
Kristen Beckman
6 tax-law time bombs that could impact IRAs
Article posted by Kristen Beckman
The 2017 Congressional budget proposal includes six little-known but important tax time bombs that could affect your clients’ individual retirement accounts
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