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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.
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.
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).
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!
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.
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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Paul M Mallett
It's good to be hungry
Article posted by Paul Mallett
I have seen many advisors grow their book of business to a certain level, and then hit a wall. They reach a self-imposed limit on their success. They’re not hungry anymore.
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.
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.
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