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Retirement

Retirement strategies >>

Rodney Ballance
IUL lawsuits: Are lawyers salivating over your E&O?
Article posted by Rodney Ballance
There is a reason why we have to hold securities licenses to sell securities. It is a whole different world from selling fixed products. If you don’t have a full understanding of contributing factors and their direct and indirect impact on economic issues, you are playing with fire.

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Investments >>

Vanessa De La Rosa
LTC partnership programs as the missing piece in state budgets
Article posted by Vanessa De La Rosa
At this year’s annual Million Dollar Round Table meeting in Philadelphia, I had the chance to conduct interviews, experience inspirational Top-of-the-Table speeches and sit in on many focus sessions. Among the most interesting was Phyllis Shelton’s focus session, “What you need to know NOW to stay in the LTC insurance market,” in which she explained why opportunities for advisors in the LTCI market are better than ever.

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Retirement plans >>

Jonathan
​5 reasons every advisor should consider Social Security marketing
Article posted by Jonathan Musgrave
If you are new to Social Security marketing or simply confused by the sudden hype, this article is for you. I’ll share five reasons why Social Security optimization is perhaps the biggest marketing opportunity you will encounter in your career as an advisor.

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Economy >>

Cathy Weatherford
Preventing financial fraud critical to protecting retirement security
Article posted by Catherine Weatherford
As we near World Elder Abuse Awareness Day (WEAAD) on June 15, it’s important that we as an industry help clients avoid financial exploitation by promoting awareness and disseminating educational resources. Like so many other ills, information can be the best medicine.

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Regulatory >>

Sense on Cents
America's rent-seeking economy: the new normal
Article posted by Larry Doyle
With rent-seeking redistribution programs benefiting those occupying both the uppermost and lowest rungs of our economic ladder, America's great middle class is receding further and further into the rear view mirror.

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