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Marlene Satter
10 worst states to retire rich and watch your money disappear
Article posted by Marlene Y. Satter
Here are the 10 states where you’ll likely end up feeling more like a poor relation in retirement, due to such things as taxes, living expenses, health and Medicare spending.
Elana Jefferson
19 hilarious insurance memes
Article posted by Elana Ashanti Jefferson
Like masters of natural selection, the best internet memes morph and multiply.
Michael Markey
3 exciting unintended consequences of the DOL rule
Article posted by Michael Markey
The death of FIA distribution and other products due to the DOL fiduciary rule is a travesty for our industry. Or is it?
Kristen Beckman
10 best and worst states for military retirees
Article posted by Kristen Beckman
WalletHub ranked the best and worst states for military retirees based on the economic environment, quality of life and access to health care.
Bernice Napach
Top 4 reasons you better discuss Social Security with clients
Article posted by Bernice Napach
Among them, the risk of losing clients who would rather switch to an advisor who will.
Lynette Gil
10 sales behaviors that prospects hate
Article posted by Lynette Gil
Here's a list of things you might be doing that are repelling prospects.
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Erica Pauly
The advisor’s silent cash cow
Article posted by Erica Pauly
Marketing can be one of the most expensive aspects of an advisor's budget. But if an advisor isn't paying attention to the right numbers, it could be an expense that isn't paying off.
Carley Meiners
Advice from 4 financial professionals on how to talk to your clients about Brexit
Article posted by Carley Meiners
Clients are probably asking about the markets, but what exactly do you need to be telling them? We have the answers.
Nick Thornton
Retirement income calculators: What to know about their projections
Article posted by Nick Thornton
Be careful when using retirement income calculators: These income projection tools, which are becoming default features on recordkeeping and retail advisory platforms, generate wildly varying interpretations, say analysts at Corporate Insight.
rhayashifd5345
Post-DOL rule: 5 things insurance-only licensed producers can do right now
Article posted by Roger Hayashi
Completely understanding the rule and its implications is a hard task for anyone. But insurance-only licensed producers are facing the most changes. Here's five ways to avoid substantial bumps in the future.
Elana Jefferson
19 hilarious insurance memes
Article posted by Elana Ashanti Jefferson
Like masters of natural selection, the best internet memes morph and multiply.
Lew Nason
​What the sales experts won't tell you: You're being too stubborn
Article posted by Lew Nason RFC, LUTCF
Changing the way you do business may be hard, but it may make the difference between a five-figure salary and a six.
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