Life >>

Jeff Reed
Decumulation and selling into a loss
Article posted by Jeff Reed
Most of you will understand the term "selling into a loss." Decumulation? Maybe not. It is, however, a much more descriptive term than “the income phase,” as it is literally the opposite of accumulation. As such, certain things that work in a client’s favor during the accumulation phase — like dollar cost averaging — work against them during decumulation.

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My Practice >>

AdamC_Johnson
Three key platforms for selling insurance via social media
Article posted by Adam Johnson
Here are the three key platforms for selling insurance via social media, and how best to take advantage of them.

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Annuities >>

Mike Pinkans
Selling deferred income annuities inside IRAs and defined contribution plans
Article posted by Michael Pinkans, CFA
The Treasury Department and the Internal Revenue Service (IRS) just provided IRA owners and defined contribution (DC) participants — those having 401(k)s, 403(b)s and 457 plans — the ability to purchase longevity annuities (also known as deferred income annuities or DIAs) within these plans.

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Retirement >>

Paul Wilson
The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article posted by Paul Wilson
After months of poring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.

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Health >>

Bill Coffin
6 feverish notions for fixing health care reform
Article posted by Bill Coffin
Medical liability reform, incentivizing health insurance and revisiting pre-existing conditions are some considerations to fix health care in the U.S.

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