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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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Health >>

Robert Oscar
The smart way: Why brokers should advocate health plans that feature mobile technology apps
Article posted by Robert Oscar, R.Ph.
At a time when 48 percent of small businesses say health care reform is bad for business, a thoughtful and engaging mobile-access and mobile-platform technology strategy can streamline health care administration, reduce staff and facilitate health behavior change by connecting employees to convenient, cost-effective health care.

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Life >>

Ronald J. Pawlikowski
Is whole life insurance a rip-off?
Article posted by Ronald Pawlikowski
"Is whole life insurance a rip-off?" That is an actual question I received from a potential client, albeit many years ago. And it’s not a bad question, given the media’s treatment of whole life over the years.

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