Annuities >>

Daniel Williams
5 answers every investor needs to know about annuities
Article posted by Daniel Williams
On the eve of the 2014 IMO Summit, NAFA released a paper that helps advisors educate their clients.

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My Practice >>

John L. Olsen, CLU, ChFC, AEP
Does your firm have a threat assessment committee?
Article posted by John Olsen
When weaknesses are identified and appropriate strengthening measures are applied, those measures will not merely reduce a firm's vulnerability to attack; they will also reinforce the firm's primary mission, which is (or should be) “to produce an increasing volume of suitable product sales and thus help our clients to achieve their financial objectives”.

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Health >>

Joelyn Brickner
Breast cancer survivor chooses the path of least regret
Article posted by Joelyn Brickner
Having spent 25 years of her career on Madison Avenue as a senior executive at global advertising agencies including TBWA/Chiat Day, Erdman was used to tackling big challenges, only this time it wasn't vying for a Fortune 500 company’s million-dollar advertising campaign. This time the stakes were much higher — saving her own life.

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Retirement >>

Vanessa De La Rosa
Self-employed business taxes: 4 ways to hold on to more of your hard-earned money
Article posted by Vanessa De La Rosa
The tax code is over 70,000 pages long. According to Rich, it’s impossible for one person to know and understand everything it says. Here are the three major arenas in which you can claim more and more strategic deductions.

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Life >>

Dick Reynolds, CLU
Are you missing out on life (sales)?
Article posted by Dick Reynolds, CLU
Many agents work in markets selling annuities or Medicare products where prospects miss out on a life product they would have actually bought had the agent known to ask a couple of simple questions.

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