You May Be Missing Opportunities To Help Your Clients

Life >>

jberson
The IRA rollunder — a concept with guaranteed results
Article posted by Jeffrey Berson
The IRA rollunder is, without a doubt, the most exciting estate planning and preservation technique in use today.

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My Practice >>

Kathran J. Martin
Is your practice anchored by in the past?
Article posted by Kathran Martin
It’s not news to you that competition is really heating up. There are more advisors competing in your space every day and there are fewer affluent clients looking for advisors. The phone doesn’t ring like it used to. Strategic alliances don’t work like they used to. But Mark Hurley says that as business leaders, we don’t think these headwinds impact us because we are anchored in the past.

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Annuities >>

Roccy Defrancesco
John Bogle predicts two 50 percent declines in the market over the next 10 years
Article posted by Roccy DeFrancesco
I’m sure many of you will want to use Mr. Bogle’s quotes when discussing the proper tools to help your clients grow and protect their wealth.

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Health >>

Stephen D. Forman (LTCA)
Long-term care is a women's issue — or is it?
Article posted by Stephen Forman
A calculated attempt to market LTCI to women has been an ongoing plotline for years. What's not so obvious is whether this is desirable or warranted.

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Retirement >>

Julius Giarmarco
Portability versus credit shelter trusts
Article posted by Julius Giarmarco
The decision on whether to use a credit shelter trust or to rely on portability will depend on each couple’s facts and circumstances. But when in doubt, prudence dictates opting for a credit shelter trust.

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