Health >>

Dan McGrath
The invincibility mindset vs. the need for LTCI
Article posted by Dan McGrath
one thing is a fact of life — health happens. And when health happens, it does not care about our own personal goals and desires.

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My Practice >>

National Underwriter
2015's 50 best ways to generate leads: 31-40
Article posted by LifeHealthPro
Auto referrals, centers of influence, a client sales force and birthdays are among the lead generation ideas on tap today.

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Annuities >>

John L. Olsen, CLU, ChFC, AEP
In search of suitability
Article posted by John Olsen
Every advisor who sells financial products must wrestle every day with the concept of suitability. We may be (and should be) held accountable for demonstrating that the sales we make are appropriate and that they meet the needs of our clients. But how do we do that?

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Life >>

Julius Giarmarco
Family businesses weak in succession planning
Article posted by Julius Giarmarco
A succession plan is of no use if it exists only in the business owner’s mind. The plan needs to be formalized in writing and communicated with family members, key employees, customers and suppliers.

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Retirement >>

Jason Charles
Succession planning: The family dream is alive
Article posted by Jason Charles
Every business owner should consider having a buy-sell agreement to ensure the continuation of the business and to protect the owner and his or her family.

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