Health >>

Vanessa De La Rosa
LTC partnership programs as the missing piece in state budgets
Article posted by Vanessa De La Rosa
At this year’s annual Million Dollar Round Table meeting in Philadelphia, I had the chance to conduct interviews, experience inspirational Top-of-the-Table speeches and sit in on many focus sessions. Among the most interesting was Phyllis Shelton’s focus session, “What you need to know NOW to stay in the LTC insurance market,” in which she explained why opportunities for advisors in the LTCI market are better than ever.

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Life >>

Jennifer Douglas
LIMRA study reveals how important agents are to beneficiaries
Article posted by Jennifer L. Douglas
LIMRA’s study quantitatively proves how valuable and valued life insurance agents are. But more than that, the study underscored the ways in which agents make a very difficult time a little easier for families who’ve just lost a loved one.

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Retirement >>

Jonathan
​5 reasons every advisor should consider Social Security marketing
Article posted by Jonathan Musgrave
If you are new to Social Security marketing or simply confused by the sudden hype, this article is for you. I’ll share five reasons why Social Security optimization is perhaps the biggest marketing opportunity you will encounter in your career as an advisor.

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My Practice >>

Michael Goldberg
7 ways to be more extroverted
Article posted by Michael Goldberg
Don’t save your small talk for the elevator. Think of all the times you were just going about your business and you could have struck up a conversation with someone influential (or anyone really) where there was a chance to create an opportunity.

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Annuities >>

Dan McGrath
Who really needs an annuity?
Article posted by Dan McGrath
Do you have clients that are concerned about outliving their income in retirement? Of course you do — this is a legitimate fear for many Americans. A fixed annuity is often the best solution to offset that concern.

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