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Daniel Williams
25 best business books: 21-25
Article posted by Daniel Williams
The business book list kicks off with managers who break the rules and cubicle dwellers who tread water.
Daniel Williams
25 best business books: 6-10
Article posted by Daniel Williams
Markets crashes, candid executives and global economies top the charts in today's list of best business books.
Daniel Williams
25 best business books: 1-5
Article posted by Daniel Williams
Find out how to speak, network and solve procrastination problems in today's list of best business books.
David Shields
8 questions to help you choose the perfect annuity for your client
Article posted by David Shields
Choosing the perfect annuity product for your client is like choosing the perfect golf club. Here are eight key questions to help you unlock the best product for your client.
Daniel Williams
25 best business books: 16-20
Article posted by Daniel Williams
What is your business strategy? In this second part in our series on great business books, blue oceans and team dysfunctions dominate.
Paul Wilson
Navigating the regulatory arena: 6 ways regulation is affecting the annuity industry
Article posted by Paul Wilson
The last few years have seen dramatic regulatory change in the life/health industry. From financial planners to health agents to annuity producers, everyone has felt the effects of regulatory restraint on both the local and national level. What changes are yet to come? And how can you adapt in order to survive and thrive in this ever fluctuating environment?
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SteveLewit
Dealing with client vs. advisor power plays
Article posted by Steve Lewit
How can you make sure that you are not engaged in a client/advisor power play? And, if you already are involved, how do you get yourself out of that situation? Let's find out.
Paul Wilson
42 things every advisor needs to hear
Article posted by Paul Wilson
Attendees of the 2014 Advisor Network Summit in Las Vegas were presented with a deluge of sales tips, sound bites and statistics. From inspirational quotes to regulatory predictions to nuts-and-bolts discussions about the products themselves, there was something for everyone.
Warren Hersch
Taking the pulse of advisors
Article posted by Warren Hersch
Independent advisors at a NAIFA reception mostly expressed optimism about the outlook for the industry’s products.
Mike Anthony
​The ugly return of the 'Xerox annuity'
Article posted by Mike Anthony, JD, CMP™
I was recently contacted by an investigative reporter from "The Clarion-Ledger." She has written several in-depth articles over the past few weeks about Mississippi scam artist and former insurance producer Gina Palasini. Palasini's tale is a cautionary one for advisors and consumers alike.
Vanessa De La Rosa
6 celebrity estate planning lessons from 2014
Article posted by Vanessa De La Rosa
Take a look at these six celebrities’ estate plans from 2014 and see who prepared well and who could have planned better to secure their final wishes for their fortunes and loved ones.
Daniel Williams
25 best business books: 1-5
Article posted by Daniel Williams
Find out how to speak, network and solve procrastination problems in today's list of best business books.
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