Life >>

Ike Devji
An emergency checklist for advisors and clients: essential legal and financial documents
Article posted by Ike Devji
Finding key documents under stress — or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis — is often impossible. This is the list of the most essential legal and financial paperwork that you should be able to lay hands on or instruct others to easily find.

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My Practice >>

Alan Blume
Should you hire a producer without an insurance agency leads program?
Article posted by Alan Blume
Should agencies hire a producer without first implementing an insurance agency marketing and lead generation program? After all, whose job is it to fill the top of the funnel? And has the answer evolved over time, requiring a different response today than it did 10 or 20 years ago?

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Health >>

Tye Elliott
Which voluntary insurance platform is right for your business — group coverage or individual plans?
Article posted by Tye Elliott
Sometimes it’s smarter for your clients to make group insurance available to their workforce, while at other times it’s best for them to provide individual coverage options. When it comes to voluntary coverage, both group and individual plans have distinct advantages and your clients have the option of providing workers with access to one or the other, or even both.

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Retirement >>

kstartt
An exit plan for the running of the bulls?
Article posted by Kevin Startt
A couple of weeks ago, I read that one of the instructors at the running of the bulls in Pamplona, Spain had been pinned and gored. It made me wonder, with the lack of boredom in the markets this summer in capital markets across the world, if we might be headed for the goredom of a volatile autumn.

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Annuities >>

Mike Pinkans
Selling deferred income annuities inside IRAs and defined contribution plans
Article posted by Michael Pinkans, CFA
The Treasury Department and the Internal Revenue Service (IRS) just provided IRA owners and defined contribution (DC) participants — those having 401(k)s, 403(b)s and 457 plans — the ability to purchase longevity annuities (also known as deferred income annuities or DIAs) within these plans.

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