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Ray Levin
9 top tax tips for financial planners
Article posted by Ray Levin
As a financial planner, chances are you get more than a few tax-related questions in the early part of the year. Of course, the financial landscape is vast, and professionals should never stray too far from their areas of expertise — but the ability to provide clients with some solid tax advice is a great way to improve customer service and retention for your business. Here are nine tax filing tips financial planners can feel comfortable passing onto their customers.
Dan McGrath
Is Social Security really going broke?
Article posted by Dan McGrath
The outlook for Social Security does appear to be ominous at best, especially with too many people taking, not enough people putting in, and the government withdrawing money whenever possible. But even with all of this happening, the rhetoric and the worry may be all for naught and the reason is very simple: health care.
Bill Coffin
In California, all annuity producers are crooks
Article posted by Bill Coffin
The California DOI wants consumers to know, first and foremost, that annuity shopping equals potential fraud.
Vanessa De La Rosa
What makes baby boomers tick?
Article posted by Vanessa De La Rosa
Many advisors are still focusing on clients in the accumulation phase, figuring their AUM can only grow larger by doing so. Not these three advisors. They are doing remarkably well — AUM between $100 million and $300 million — by specializing in baby boomer retirement and understanding exactly how boomers tick.
Paul Wilson
Stuck in the middle with you
Article posted by Paul Wilson
Many boomers find themselves in the unfamiliar role of providing support for both aging parents and children struggling to achieve financial independence. As pressures mount, many are turning to their advisors for support—and it isn’t limited to financial advice.
Jeff Reed
Rethinking the 'buy term and invest the difference’ strategy
Article posted by Jeff Reed
This is the real question: Is there a life insurance product out there that matches this risk profile more closely than term insurance? Yes, there is, and it turns out that everybody may have been wrong about this one.
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Tony Walker
The 7 costly mistakes your clients make, Pt. 4: Stockpiling hay for everyone else but themselves
Article posted by Tony Walker
Be sure to talk to your clients about whole life and the split annuity concept to see which choice is best for them and their situations, and if they’re viable options for their portfolios. You’ll be glad you did, and your clients will most likely worry less about their retirement as a result.
Kelly Moser
DI dancing: The good, the bad, the 80s
Article posted by Kelly Moser
Take a moment to relive your glory years, chuckle quietly in your cubical and remember: To know 80s dancing is to love disability insurance … and you’re about to know 80s dancing.
JVC
Understanding Medicare Part B excess charges
Article posted by Jeffrey VanCleve
There is almost no chance that a Medicare beneficiary will ever receive any Part B excess charge billing. Here's an in-depth explanation of why that is.
Anne Bachrach
10 quick tips for beating procrastination
Article posted by Anne Bachrach
Here are 10 quick and easy tips for beating procrastination. Sometimes, finding a little bit of help (like these tips) is all that you need to tip the scales back in your favor.
AskLLOYD!
Who created sub-par health insurance plans?
Article posted by Lloyd Lofton
Late last year, the ACA got rid of “sub-par” health plans for all Americans and then ensured quality health plans are now available for everyone. The question some are asking, though, is how did “sub-par” health insurance plans become so predominant in the market place if they are so bad?
Jonathan
​Three reasons digital marketing will replace direct mail
Article posted by Jonathan Musgrave
Oftentimes, our initial reaction to new marketing approaches is skepticism. In this brief article, I’ll make a case for digital marketing by comparing it to traditional marketing approaches.
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