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Michael Markey
Two great Dave Ramsey myths, debunked
Article posted by Michael Markey
Many of Ramsey’s truths are actually myths, but they’re said often enough and passionately enough that they're accepted without challenge.
Dan Berman
Top 10 smartest states for financial literacy: 2015
Article posted by Dan Berman
Citizens in these locales have a head start on planning and saving, according to Wallethub.com.
Gregory Schwabe
What a spreadsheet won't tell you about selling life insurance
Article posted by Gregory Schwabe
Data will only help you close the sale if you have the skill and knowledge to personalize it.
INERTIA / ASG
The power of the Pension Protection Act
Article posted by Mike Padawer
Many annuity owners now realize they may need to use those assets to cover long-term care expenses during retirement. Simply put, since the original goal for these annuities has changed over time, it may be time to consider leveraging the power of The Pension Protection Act of 2006 (PPA).
southpaw
The unique struggle of the sandwich generation
Article posted by David Port
Fortunately for boomer clients supporting aging parents and college-aged children, a number of insurance products can make their money stretch farther.
Roccy Defrancesco
Why smart beta is stupid
Article posted by Roccy DeFrancesco
I don’t like smart beta because it doesn’t cure the flaw with any indexing strategy. What flaw is that? Investment risk!
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Paul Wilson
Navigating uncharted territory
Article posted by Paul Wilson
In geographical terms, Herb White’s years in the financial services industry have taken him almost nowhere. In fact, his entire career has taken place within a three-block radius. Nevertheless, the journey has been long, fulfilling and successful.
INERTIA / ASG
Long-term care planning: Make it an asset, not an expense
Article posted by Mike Padawer
Long-term care planning once meant buying traditional long-term care insurance, usually with “use or lose it” benefits and a lack of any real cost certainty. However, with the evolution of financial planning, it's becoming clear that long-term care planning should be a component of a comprehensive plan.
Steven Johnson
4 myths about disability insurance, busted
Article posted by Steven Johnson
This is one product line where mythbusters are sorely needed.
Greg Preite
5 great opportunities for advisors in a changing digital world
Article posted by Greg Preite
Before you can build important relationships, you must ensure that your audience can see a clear difference between your content and obnoxious advertising. Remember these five components to a successful content marketing campaign.
Joe Arak
6 ways advisors can leverage the power of social validation
Article posted by Joe Arak
We see it everywhere: 146 tweets, 289 FB likes, 82 five star ratings. And that’s just a few of the online examples of how highly we value others’ opinions when it comes to selecting what to pay attention to in the overwhelming abundance of information.
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.
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