Retirement >>

Julius Giarmarco
How to protect inherited IRAs
Article posted by Julius Giarmarco
Given the vast amount of wealth inside IRAs, careful consideration is required in naming beneficiaries. The Clark v. Rameker decision has brought attention to the advantages and disadvantages of naming trusts as beneficiaries of inherited IRAs.

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My Practice >>

Daniel Williams
25 best business books: 16-20
Article posted by Daniel Williams
What is your business strategy? In this second part in our series on great business books, blue oceans and team dysfunctions dominate.

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Health >>

Tye Elliott
Brokers play pertinent role during open enrollment
Article posted by Tye Elliott
With open enrollment around the corner, it’s essential for employees to understand their benefits options so they can choose the right health care plan that best fits their needs. As a trusted advisor, this is a great opportunity to arm your clients with communications best practices to help employees navigate their health insurance choices.

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Annuities >>

William Meyer
The biggest gift to advisors in 30 years
Article posted by William Meyer
A major annuity production strategy hides in plain sight.

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Life >>

Erez Rotem - Goldenbridge
Can I still do a life settlement if I only have a limited time?
Article posted by Erez Rotem
Spread the word. Every insurance agent should be recommending this to their older clients who still have the option to convert but who choose not to.

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