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May 20, 2013
Advisors find retirement income planning a challenge
May 20, 2013
Aviva PLC to slash 2,000 jobs worldwide
May 20, 2013
Help wanted: More advisors needed
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Mutual of Omaha: Seize the middle-market day
May 17, 2013
PPACA repeal bill reaches House floor
May 17, 2013
Canadians stressed over unexpected expenses
May 17, 2013
UK adults facing huge retirement shortfall
May 17, 2013
Gen X, young Boomers unprepared for retirement
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May 22, 2013
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Most Viewed Articles
May 13, 2013
9 cognitive biases that impede your sales — and how to overcome them
May 13, 2013
Long-term care is a women's issue — or is it?
May 3, 2013
7 habits of effective insurance agents
May 10, 2013
Four things top producers do to sell cash value life insurance
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Health care reform: what independent agents need to know
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My Practice >>
9 statistics you should know about how affluent clients use social media
Article posted by Amy McIlwain
I suggest you take these findings into consideration — they will enhance your understanding of the relationship between high-net-worth investors and social media.
Article posted by Amy McIlwain
I suggest you take these findings into consideration — they will enhance your understanding of the relationship between high-net-worth investors and social media.
Retirement >>
Maximizing grandparents' gifts toward college financial planning
Article posted by Robert Link
Using life insurance and/or annuities, advisors can effectively assist in directing families toward accounts that provide no assessment of the grandparents' gift monies. This places the families in the best position to receive the maximum amount of college financial assistance possible.
Article posted by Robert Link
Using life insurance and/or annuities, advisors can effectively assist in directing families toward accounts that provide no assessment of the grandparents' gift monies. This places the families in the best position to receive the maximum amount of college financial assistance possible.
Life >>
The IRA rollunder — a concept with guaranteed results
Article posted by Jeffrey Berson
The IRA rollunder is, without a doubt, the most exciting estate planning and preservation technique in use today.
Article posted by Jeffrey Berson
The IRA rollunder is, without a doubt, the most exciting estate planning and preservation technique in use today.
Annuities >>
John Bogle predicts two 50 percent declines in the market over the next 10 years
Article posted by Roccy DeFrancesco
I’m sure many of you will want to use Mr. Bogle’s quotes when discussing the proper tools to help your clients grow and protect their wealth.
Article posted by Roccy DeFrancesco
I’m sure many of you will want to use Mr. Bogle’s quotes when discussing the proper tools to help your clients grow and protect their wealth.
Health >>
Long-term care is a women's issue — or is it?
Article posted by Stephen Forman
A calculated attempt to market LTCI to women has been an ongoing plotline for years. What's not so obvious is whether this is desirable or warranted.
Article posted by Stephen Forman
A calculated attempt to market LTCI to women has been an ongoing plotline for years. What's not so obvious is whether this is desirable or warranted.
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Recent Activity
ThomasD recently commented on The IRA rollunder — a concept with guaranteed results By jberson
2013-05-21 08:47:07
Steve Savant recently shared that Disability Awareness in May: Are you aware that a disability among business partners with no buyout plan can create bad blood between them?
2013-05-21 08:21:45
Paul Mallett recently shared that "Act as though it is impossible to fail." Anonymous
2013-05-21 08:17:05
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