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Life >>

Rodney Ballance
IUL lawsuits: Are lawyers salivating over your E&O?
Article posted by Rodney Ballance
There is a reason why we have to hold securities licenses to sell securities. It is a whole different world from selling fixed products. If you don’t have a full understanding of contributing factors and their direct and indirect impact on economic issues, you are playing with fire.

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My Practice >>

Amy McIlwain
Digital generation investors don’t trust you — here's why
Article posted by Amy McIlwain
Check out the two graphs below which illustrate the existing relationship-perception gap between advisors and and the digital generation of investors.

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Health >>

Vanessa De La Rosa
LTC partnership programs as the missing piece in state budgets
Article posted by Vanessa De La Rosa
At this year’s annual Million Dollar Round Table meeting in Philadelphia, I had the chance to conduct interviews, experience inspirational Top-of-the-Table speeches and sit in on many focus sessions. Among the most interesting was Phyllis Shelton’s focus session, “What you need to know NOW to stay in the LTC insurance market,” in which she explained why opportunities for advisors in the LTCI market are better than ever.

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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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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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