Annuities >>

Kevin Startt
Why five-year reset products still don't make Barry merry
Article posted by Kevin Startt
Get your lifetime tax-advantaged income, locked in anniversary gains, and sleepful nights from a strategy that makes sense all the time not just when economic Armageddons are in full bloom — like Barry did.

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My Practice >>

Lew Nason
Helping prospects see you as a financial advisor and not a salesperson, Pt. 1
Article posted by Lew Nason
The top producers in the financial services industry understand that there is a price to pay for long-term success and to make a consistent, significant income. The rewards are outstanding for those few people who are willing to do what the unsuccessful people are not.

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Life >>

Jeff Reed
How a MEC can be your client’s Swiss army knife
Article posted by Jeff Reed
Whether as a cash-equivalent sale or an annuity alternative that has been designed smartly to feature living benefits, the potential upsides and the attractive tax-free death benefits are hard to ignore. I believe that the inclusion of these products by life insurance professionals in their daily planning can uncover opportunities that are often overlooked.

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Health >>

Frank N. Darras
Insurance pitfalls and coverage gaps: How to provide the best possible service to clients
Article posted by Frank N. Darras
With the recent changes in health care insurance, now is the time to learn the ins and outs of the new health insurance system so you can advise clients about their choices. The insurance they have through their employers may not cover all their needs. If so, what can you recommend to them?

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Retirement >>

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.

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