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Bill Coffin
9 reasons why Alan Greenspan is wrong about everything
Article posted by Bill Coffin
Alan Greenspan is famously gloomy on the U.S. economy these days. New York Life's John Kim begs to differ.
Bridgette O
What is the difference between HIPAA and HITECH?
Article posted by Bridgette O'Connor
The acronyms HIPAA and HITECH are the peanut butter and jelly of the insurance industry. Together, HIPAA and HITECH make the ultimate duo of protection for health information. So what is the difference between the two?
Vanessa De La Rosa
5 ways to conquer yourself and become a champion advisor
Article posted by Vanessa De La Rosa
As rapid-fire and uncontrollable as many of our thoughts may seem, they are only a product of habit. At the 2014 Advisor Summit Network in Las Vegas, advisors took meticulous notes as Dr. Jack Singer presented his ideas on what causes many financial professionals to hit a plateau and how a shift in mentality can lead to new business heights.
Vanessa De La Rosa
10 proven ways to market annuities
Article posted by Vanessa De La Rosa
A multitiered marketing strategy makes lead generation and branding much, much more effective.
Warren Hersch
In a low rate environment, pushing product isn’t an option
Article posted by Warren Hersch
Life insurance companies will need to better manage interest rate sensitivity by redesigning their products.
Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.
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The PT Services Group
Growth requires discomfort
Article posted by John Pojeta
Are you willing to endure discomfort if it means moving your business to a new level of success?
William Meyer
The biggest gift to advisors in 30 years
Article posted by William Meyer
A major annuity production strategy hides in plain sight.
Larry Klein
The only skill you need to become successful
Article posted by Larry Klein
Life is simple. The only skill you really need: The knowledge of how to gain knowledge.
Erez Rotem - Goldenbridge
Can I still do a life settlement if I only have a limited time?
Article posted by Erez Rotem
Spread the word. Every insurance agent should be recommending this to their older clients who still have the option to convert but who choose not to.
kstartt
Is it déjà vu for bonds all over again?
Article posted by Kevin Startt
With the bulk of 78 million baby boomers set to retire over the next 10 years, the next uptick in interest rates will be much different for holders of life and annuity contracts than ever before. Yogi Berra’s infamous quote should remind indexed annuity and life holders of the trouncing that bond holders took in 1994 and 1970s: "It's déjà vu all over again."
Anton J. Anderson
Connecting with CPAs — the new reality
Article posted by Anton Anderson
Look for ways inside your practice to build this type of team-based relationship with your clients and other professionals. Even if you aren’t the “most trusted advisor,” you can still benefit from an increased closing ratio, more efficient model and additional planning opportunities.
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