FEATURED THIS WEEK
Finding free life insurance sales leads
By Lew Nason
Featured Expert: Sales and Marketing Regulation
Buying leads is the most expensive way to grow your business, and should only be used during slow times as a supplement to your other lead generation methods. This strategy should never be used as...
Helping retirees establish a retirement income planning process
By Jason Lampa
Featured Expert: Sales and Marketing for Boomers
As 77 million baby boomers near retirement, they will be looking to consolidate their assets and find an investment professional who can create a retirement planning process that will provide them ...
How to instantly become your client's trusted advisor
By Chris Conklin
Featured Expert: Income Planning and Investing
This article discusses how agents can tap into what clients really care about -- their long-term financial security -- to earn their clients' trust and make bigger sales.
Beware of unethical reverse mortgage cross-selling
By Steven McCarty
Featured Expert: Ethics in Sales and Marketing
This article warns that regulators are now expressing concern that financial advisors may be encouraging clients to purchase unsuitable financial products using reverse mortgage proceeds.
Concurrent causation rule and its alternative, the anti-concurrent causation clause
By David D. Thamann
Featured Expert: Commercial Insurance
This article offers a review of the concurrent causation rule and the anti-concurrent causation clause.
Trust-owned annuities
By Julius Giarmarco, Esq.
Featured Expert: Advanced Estate Planning
This article discusses, in detail, the income tax consequences of irrevocable trusts owning annuity contracts, and how to properly design such trusts.
Rags to niches
By Michael Goldberg
Question: Do you have your niche figured out? Here's a much better question: Do you even have a niche?
Regain your sparkle in tough times
By Susan Zimmerman
Featured Expert: Psychology and Sales
Read this article to learn more about using "GEM" to regain your sparkle.
Protecting your clients' 401(k)s
By Paul J. Cross
Featured Expert: Investment Strategies
On the job, in-service, non-hardship, under age 59˝, 401(k) transfers to safety are salvaging retirement plans from market risk, and combined with the new Roth conversion privileges, they are helpi...
Next: Helping retirees establish a retirement i...
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