Retirement

Retirement strategies >>

William Meyer
Why seminar success doesn’t equal client satisfaction
Article posted by William Meyer
Social Security is a fantastic client acquisition tool, but if that’s all you’re using it for, you’ll quickly go astray. Here’s why.

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Investments >>

Warren Hersch
The 2015 interest rate outlook: 7 questions answered
Article posted by Warren Hersch
LifeHealthPro Senior Editor Warren S. Hersch recently interviewed Terence Martin, director of life annuity research at Conning & Co. about the impact of the current rate environment on life insurers and the outlook for both in 2015. The following are excerpts.

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Retirement plans >>

Jane Rusoff
Tony Robbins slams critics, says he’s not a financial advisor
Article posted by Jane Wollman Rusoff
The supercoach and author of a new investing book answers those who have taken ‘pot shots’ at him and his strategies.

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Economy >>

Julius Giarmarco
Split-dollar loans
Article posted by Julius Giarmarco
The convergence of higher income tax rates, low Applicable Federal Rates, a robust stock market, and higher gift tax exemptions provides an ideal opportunity for high-net-worth individuals to transfer wealth.

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Regulatory >>

John L. Olsen, CLU, ChFC, AEP
We need a separate license for annuity salespersons
Article posted by John Olsen
​I propose that the NAIC develop and require a separate license for those who sell "complex products." No one benefits when complicated instruments are sold by those who don't understand them.

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