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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My Practice >>

James Katzaman
Phishing season: Don’t get netted by a scam
Article posted by Jim Katzaman
Scammers scam because scams work. The last person you want to hear from is someone you placed on a firm financial footing who is now destitute because of a scam. Pick up the phone and give your clients a heads up before they also hear from Kenny.

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Health >>

Michael Mahoney
The 10 essential health benefits covered under the Affordable Care Act
Article posted by Michael Mahoney
Although the 10 essential health benefits are now covered with no annual limits or lifetime maximums, many Americans might not know what these benefits include. Now is the time to learn about the 10 essential health benefits and take advantage of your and your clients' health plans.

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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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