Annuities >>

Vanessa De La Rosa
10 proven ways to market annuities
Article posted by Vanessa De La Rosa
A multitiered marketing strategy makes lead generation and branding much, much more effective.

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My Practice >>

Larry Klein
The hidden reason why you don't do more business
Article posted by Larry Klein
The concept of offering what people want is simple. The difficulty is that you will have to change the way you think and the way you communicate to be a top producer.

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Life >>

Channing Schmidt
Show clients the important role life insurance can play in retirement
Article posted by Channing Schmidt, JD, CFP
As a financial advisor, you can help pre-retirees evaluate and implement ways to save for retirement, and to withdraw income once retirement arrives. It’s important to consider the contribution, accumulation and distribution tax characteristics of these options.

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Retirement >>

Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.

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Health >>

Tye Elliott
Small businesses are making smart choices: Brokers can help employers adopt best practices
Article posted by Tye Elliott
Recent changes to the way employers think about health insurance have led many business leaders to focus on how their company can control costs and stay competitive, which at times comes at the expense of the workforce. However, brokers may have experienced that small-business clients are doing a few things right when it comes to providing smart health insurance options for employees.

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