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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.
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.
Paul Wilson
The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article posted by Paul Wilson
After months of poring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.
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.
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.
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.
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Chris Marentis
Innovative client service ideas for financial firms
Article posted by Chris Marentis
Truly effective customer service can make or break an entire brand, and it all starts with the people who directly interact with clients.
Daniel Steenerson
Even the invincible: when athletes need disability insurance
Article posted by Daniel Steenerson, CLU, ChFC, RHU
Athletes are people who’ve cultivated such remarkable physical abilities that when we see them in their element, we’re filled with awe and delight. It’s wonderful to realize just how powerful, how fast, how agile they really are. But no one’s invincible – not even the superhuman athletes we just watched in the World Cup. Below are a few examples of how disability affects everyone.
kstartt
Is buy and hope a slippery slope right now?
Article posted by Kevin Startt
Many financial planners and economists now believe that the safe withdrawal rate is well below 4 percent. Lifetime income options like fixed indexed annuities are ideal in this environment or when the market corrects multiple times over a retirement horizon. So what about the age-old theory of buy and hold?
William Meyer
3 mistakes certain to screw up a Social Security seminar
Article posted by William Meyer
The lunch is hot and the presentation is cool, but after all the time and expense to produce a proper Social Security seminar, few meetings are booked and even fewer prospects request more information. What went wrong?
AdamC_Johnson
Nurturing leads and growing new business
Article posted by Adam Johnson
As is the case with nurturing plants, nurturing leads requires sustained effort to keep them from withering. For insurance leads, the key component of this nurturing is communication. That’s where agents should focus their efforts, because if you can’t communicate with a lead, nurturing the lead is impossible.
Frank N. Darras
Your client is approaching retirement age
Article posted by Frank N. Darras
Retirement is always a challenging stage of life, with insurance just a part of the obstacle course. Future retirees need to really consider health insurance, life insurance and annuities as part of their future retirement strategy.
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