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Nichole Morford
Do you know these 13 life insurance terms?
Article posted by Nichole Morford
These 13 terms separate the novice from the true insurance scholar.
Michael Markey
Why Dave Ramsey is wrong about permanent life insurance
Article posted by Michael Markey
In his arguments for term life insurance, Dave Ramsey accidentally reveals why permanent insurance can be better.
Marlene Satter
Top 15 most expensive states for long-term care: 2015
Article posted by Marlene Y. Satter
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
Steven Johnson
4 myths about disability insurance, busted
Article posted by Steven Johnson
This is one product line where mythbusters are sorely needed.
kstartt
The last two converts to income annuities?
Article posted by Kevin Startt
One of the chiefs of the financial planning industry, Harold Evensky, recently changed his opinion on annuities, admitting that they make sense as a lifetime retirement income source. I also recently read an interview conducted with the dean of financial advisors, Nick Murray, and even he has come around to the idea of utilizing a variable annuity as a lifetime income source.
kschilling
Advisor, agent, product peddler
Article posted by Karl Schilling
As a life and health agent, you will soon have a very difficult decision. And for many this will be a career ending decision.
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Kathryn Mayer
Top 5 voluntary products by sales (2014)
Article posted by Kathryn Mayer
Here are the top five voluntary products, by sales, according to Eastbridge data.
Maribeth Kuzmeski
The 5 great myths about referrals
Article posted by Maribeth Kuzmeski
If you’re like many agents and advisors, you’re not quite sure how to persuade current clients to regularly offer up referrals amidst the turmoil. Do you know what may be stopping you from getting the referrals you deserve?
James Katzaman
It’s academic: Families want financial help for college
Article posted by Jim Katzaman
Pursuing college and higher education is still a dream for many American families. The number of families who need the planning and resources that a knowledgeable advisor can provide has never been higher. The more time you take to equip yourself to help more families, the closer you are to achieving your own entrepreneurial goals.
Mark Milbrod, CLU
Selling life insurance: Kick the tires and take a look under the hood
Article posted by Mark Milbrod
Know the features and benefits available with all products, especially if you are spreadsheeting. Just like buying that used car, kick the tires and look under that hood. Know what it is you are really selling. You will be surprised at what you see and the value you provide will last for miles and miles.
Ed Slott
7 ways you can mess up your required minimum distribution
Article posted by Ed Slott
Here are seven RMD mistakes you should avoid at all costs.
Tye Elliott
Help clients protect their most valuable assets
Article posted by Tye Elliott
With May being National Disability Awareness month, it is a perfect time for brokers to remind their clients about the importance of providing disability insurance to help protect their workers.
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