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Retirement »

Marlene Satter
5 retirement savings myths about Gen X and millennials
Article posted by Marlene Y. Satter
Maybe you believe these 5 myths about how Gen X and millennial workers engage with their defined contribution plans--but that's making the plans less effective, says new research from State Street Global Advisors.

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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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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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