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Bill Coffin
9 reasons why Alan Greenspan is wrong about everything
Article posted by Bill Coffin
Alan Greenspan is famously gloomy on the U.S. economy these days. New York Life's John Kim begs to differ.
Vanessa De La Rosa
10 proven ways to market annuities
Article posted by Vanessa De La Rosa
A multitiered marketing strategy makes lead generation and branding much, much more effective.
Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.
Bridgette O
What is the difference between HIPAA and HITECH?
Article posted by Bridgette O'Connor
The acronyms HIPAA and HITECH are the peanut butter and jelly of the insurance industry. Together, HIPAA and HITECH make the ultimate duo of protection for health information. So what is the difference between the two?
Jason Kestler
The power of recurring revenues
Article posted by Jason Kestler
You’ve spent your entire career helping clients maximize their retirement income. You’ve helped them avoid market risk by providing "sleep insurance." Have you ever considered providing the same service to your own practice?
Warren Hersch
In a low rate environment, pushing product isn’t an option
Article posted by Warren Hersch
Life insurance companies will need to better manage interest rate sensitivity by redesigning their products.
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kstartt
Is it déjà vu for bonds all over again?
Article posted by Kevin Startt
With the bulk of 78 million baby boomers set to retire over the next 10 years, the next uptick in interest rates will be much different for holders of life and annuity contracts than ever before. Yogi Berra’s infamous quote should remind indexed annuity and life holders of the trouncing that bond holders took in 1994 and 1970s: "It's déjà vu all over again."
Anton J. Anderson
Connecting with CPAs — the new reality
Article posted by Anton Anderson
Look for ways inside your practice to build this type of team-based relationship with your clients and other professionals. Even if you aren’t the “most trusted advisor,” you can still benefit from an increased closing ratio, more efficient model and additional planning opportunities.
Dan McGrath
Why was the Affordable Care Act created?
Article posted by Dan McGrath
As the year known as 2014 comes to a close and the new year of 2015 creeps closer, the subject of the Affordable Care Act (ACA) may start to overtake Americans' conversations as the individual mandate may finally be enforced throughout the country.
David Shields
5 ways to take advantage of the iPad to write business
Article posted by David Shields
Here are five ways to take advantage of the iPad for business that you never would have thought possible before.
Ernest Falkner III
Artificially intelligent agents: Who will recruit Siri?
Article posted by Ernest Falkner III
This techno-threat should serve as a wake up call for today’s agents to incorporate and promote their unique human value into their current process as soon as possible.
Alanna Ritchie
An emerging niche: seniors starting small businesses
Article posted by Alanna Ritchie
With the economy coming out of a recession and many people transitioning to a new work life, older professionals are using their knowledge and experience to join the start-up movement. You can prepare for advising and selling to this unique consumer market of senior small-business owners by learning about the stages these businesses go through as they develop.
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