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jberson
Why Ken "I hate annuities" Fisher has a problem
Article posted by Jeffrey Berson
We have all seen it. The big advertisement from Fisher Investments: "I hate annuities, and you should too!" Ken Fisher is making a splash with this, but as is typical with this kind of promo, his "special report" is one-sided, very poorly researched and limited in scope.
Joe Simonds
13 reasons to never buy an email list
Article posted by Joe Simonds
I get it. You need more qualified prospects to add into your email list. You would like to have more prospects raising their hand after receiving your email every week; however, the price of an email list comes with some big risks if you decide to take this email marketing shortcut. Let me explain.
Bill Coffin
6 feverish notions for fixing health care reform
Article posted by Bill Coffin
Medical liability reform, incentivizing health insurance and revisiting pre-existing conditions are some considerations to fix health care in the U.S.
Amy McIlwain
How advisor Brittney Castro used social media to successfully connect with women
Article posted by Amy McIlwain
I recently had the chance to sit down with Brittney Castro in Los Angeles to talk social media and digital marketing. Brittney is a certified financial planner and the CEO of Financially Wise Women. She has been incredibly successful using social media as a marketing tool, despite the restrictions and limitations that the financial services industry brings. Check out our interview below.
Julius Giarmarco
ING, DING and NING trusts
Article posted by Julius Giarmarco
An ING trust is short for “incomplete non-grantor trust”; a NING trust is short for “Nevada incomplete non-grantor trust”, and a DING trust is short for “Delaware incomplete non-grantor trust.” These are trusts where a grantor residing in a high-income tax state transfers income-generating or appreciating assets to an irrevocable non-grantor trust in a state that will not subject the trust’s income and capital gains to state income taxes (like Nevada and Delaware). In the typical ING, the grantor is a beneficiary of the trust.
Vanessa De La Rosa
13 insurance industry heroes you need to know
Article posted by Vanessa De La Rosa
There are many heroes in this line of work, most of them unsung. They run the gamut from executives directing 70 million hours of charitable work in a single year to visionaries working to transform the way we think about and plan for death to educators inspiring the next generation of workers. These are the true success stories, the ones that leave behind a legacy.
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Maggie Crowley
Marketing hacks: Is it working or not?
Article posted by Maggie Crowley
Setting goals and measuring your performance is key to any good business strategy, and in marketing it can be used to test whether your current initiatives are reaching the right audience and meeting your goals. Here are three measurements that can determine whether your Web marketing efforts are paying off or not.
Tony Walker
The 7 costly mistakes your clients make with their money, Pt. 7: Buying into the anti-annuity hype
Article posted by Tony Walker
While annuities have been around for a long time, there is nevertheless a ton of misinformation about them. Here are misconceptions one through five. Misconceptions six through 10 will be covered in part two of this article.
Ike Devji
An emergency checklist for advisors and clients: essential legal and financial documents
Article posted by Ike Devji
Finding key documents under stress — or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis — is often impossible. This is the list of the most essential legal and financial paperwork that you should be able to lay hands on or instruct others to easily find.
Alan Blume
Should you hire a producer without an insurance agency leads program?
Article posted by Alan Blume
Should agencies hire a producer without first implementing an insurance agency marketing and lead generation program? After all, whose job is it to fill the top of the funnel? And has the answer evolved over time, requiring a different response today than it did 10 or 20 years ago?
Tye Elliott
Which voluntary insurance platform is right for your business — group coverage or individual plans?
Article posted by Tye Elliott
Sometimes it’s smarter for your clients to make group insurance available to their workforce, while at other times it’s best for them to provide individual coverage options. When it comes to voluntary coverage, both group and individual plans have distinct advantages and your clients have the option of providing workers with access to one or the other, or even both.
kstartt
An exit plan for the running of the bulls?
Article posted by Kevin Startt
A couple of weeks ago, I read that one of the instructors at the running of the bulls in Pamplona, Spain had been pinned and gored. It made me wonder, with the lack of boredom in the markets this summer in capital markets across the world, if we might be headed for the goredom of a volatile autumn.
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