Most Recent Strategies Articles

The great estate tax debate: Should it stay or go?
Article By Ed Slott
January 26, 2015

The invincibility mindset vs. the need for LTCI
Article By Dan McGrath
January 23, 2015

In search of suitability
Article By John Olsen
January 21, 2015

2015's 50 best ways to generate leads: 41-50
Article By LifeHealthPro
January 20, 2015

Family businesses weak in succession planning
Article By Julius Giarmarco
January 20, 2015

10 things to know about whole life insurance
Article By Stephan R. Leimberg
January 19, 2015

Life Insurance: a dirty word, but a powerful gift
Article By Rebecca Kincaid
January 16, 2015

Mitigating sequence of return risk with annuities
Article By George Shave
January 15, 2015

6 things advisors should know about QLACs
Article By John Olsen
January 14, 2015

Succession planning: The family dream is alive
Article By Jason Charles
January 12, 2015

What you need to know about annuities with GMIB riders
Article By Mike Patton
January 8, 2015

4 things about life insurance that the financial "experts" will never tell you
Article By Dan McGrath
January 7, 2015

Indexed universal life: So zero’s your hero?
Article By Steve Savant
January 6, 2015

6 must-dos for client reviews in 2015
Article By Kevin Startt
January 5, 2015

New lawsuit against agent for selling a VUL
Article By Roccy DeFrancesco
January 5, 2015

Are you ready for the 4 biggest changes to IRAs in 2015?
Article By Daniel Williams
December 29, 2014

Eye on Congress, the courts and regulators: 6 questions answered
Article By Warren Hersch
December 22, 2014

Are your annuity prospects terrible investors?
Article By Kevin Startt
December 18, 2014

Why seminar success doesn’t equal client satisfaction
Article By William Meyer
December 17, 2014

End of life planning — the missing piece to the financial puzzle
Article By Christopher P. Hill
December 11, 2014

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