Health >>

Tye Elliott
The key to targeting millennials
Article posted by Tye Elliott
As a broker, it’s essential to help your clients see the value to truly understanding the needs of their growing millennial workforce.

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Retirement >>

Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 2
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”

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Life >>

Ed McCarthy
Changing channels: What's next in life insurance distribution?
Article posted by Ed McCarthy
Are insurance advisors about to go the way of VCRs and be replaced by online avatars? Not likely.

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My Practice >>

James Katzaman
Phishing season: Don’t get netted by a scam
Article posted by Jim Katzaman
Scammers scam because scams work. The last person you want to hear from is someone you placed on a firm financial footing who is now destitute because of a scam. Pick up the phone and give your clients a heads up before they also hear from Kenny.

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Annuities >>

Alanna Ritchie
Defined benefit plans and the impact on the annuity market
Article posted by Alanna Ritchie
As more companies join ranks as DC plan providers, both the primary and secondary market can expect new consumers interested in reliable and flexible financial products.

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