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My Practice »

Erica Pauly
How to have seminar marketing success in 2016
Article posted by Erica Pauly
While many advisors are hoping the day of the seminar marketing is coming to an end, these campaigns still contribute to the majority of an advisor’s profit every year. Jorge Villar, seminar marketing veteran, sits down to discuss where the marketing tool is going in 2016.

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Life »

Carley Meiners
How to prepare your clients for life stages
Article posted by Carley Meiners
According to Dave Henderson, if an advisor wants to provide the full breadth of financial advice to clients, then they need to address life events their clients may face.

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Annuities »

Daniel W. McDonald
All volatility-controlled indices are NOT created equal
Article posted by Daniel W. McDonald
As index annuities gain popularity, competition for market share is fierce, and volatility-controlled indices have become an industry standard — but how do they actually work?

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Retirement »

Marlene Satter
10 worst states for employer-provided retirement plans
Article posted by Marlene Y. Satter
Not all states are created equal –– especially when it comes to employer retirement plans and who participates. Here are the 10 worst states for both.

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Health »

Allison Bell
Zika virus: What you need to know
Article posted by Allison Bell
It's hurting babies, it's causing panic, and it may get your clients thinking about their coverage.

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