Most Recent Strategies Articles

Maximizing grandparents' gifts toward college financial planning
Article By Robert Link
May 20, 2013

The IRA rollunder — a concept with guaranteed results
Article By Jeffrey Berson
May 17, 2013

Advisors matter
Article By Robert Kerzner
May 15, 2013

John Bogle predicts two 50 percent declines in the market over the next 10 years
Article By Roccy DeFrancesco
May 15, 2013

9 cognitive biases that impede your sales — and how to overcome them
Article By Vanessa De La Rosa
May 13, 2013

Portability versus credit shelter trusts
Article By Julius Giarmarco
May 7, 2013

Truth in taxation: Taxing an illusion
Article By Ken Davis, CPA, CFP, CLU, ChFC
May 6, 2013

Stock market signs and predictions: déjà vu all over again?
Article By Jason Kestler
May 3, 2013

Upgrade your estate plan with the OBIT and the 412(e)(3)
Article By Nicholas Paleveda MBA J.D. LL.M
May 2, 2013

Understand what you're selling: The truth behind variable loan rate caps
Article By Jason Konopik
May 1, 2013

NLG contracts: What you don’t know can hurt you
Article By Jeff Reed
April 30, 2013

Market volatility: protecting against uncertainty
Article By Cal Burgess
April 29, 2013

Why five-year FIA reset products are dumb and dumber right now
Article By Kevin Startt
April 26, 2013

Unlock your genius: 7 philosophies advisors can learn from Steve Jobs
Article By Vanessa De La Rosa
April 25, 2013

Take action to help protect your clients’ retirement plans, Pt. 2
Article By Paul Cross
April 25, 2013

Is becoming a fee-based advisor your next step?
Article By Steve Lewit
April 24, 2013

Relying on technology: Financial planning is an art, not a science
Article By John Olsen
April 22, 2013

2013 LIMRA Life Insurance Conference: A New Orleans education
Article By Paul Wilson
April 22, 2013

Why April is a must month for client annuity reviews
Article By Kevin Startt
April 19, 2013

Using marginal income tax rates may be a flawed approach
Article By Steve Savant
April 17, 2013

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