My Practice >>

southpaw
The big picture on dual licenses
Article posted by David Port
Advisors speak out about the benefits of being dually-licensed.

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Health >>

Tye Elliott
The key to targeting millennials
Article posted by Tye Elliott
As a broker, it’s essential to help your clients see the value to truly understanding the needs of their growing millennial workforce.

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Retirement >>

Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 2
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”

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Life >>

Ed McCarthy
Changing channels: What's next in life insurance distribution?
Article posted by Ed McCarthy
Are insurance advisors about to go the way of VCRs and be replaced by online avatars? Not likely.

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Annuities >>

Alanna Ritchie
Defined benefit plans and the impact on the annuity market
Article posted by Alanna Ritchie
As more companies join ranks as DC plan providers, both the primary and secondary market can expect new consumers interested in reliable and flexible financial products.

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