Retirement

Retirement strategies >>

Paul Wilson
42 things every advisor needs to hear
Article posted by Paul Wilson
Attendees of the 2014 Advisor Network Summit in Las Vegas were presented with a deluge of sales tips, sound bites and statistics. From inspirational quotes to regulatory predictions to nuts-and-bolts discussions about the products themselves, there was something for everyone.

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Investments >>

Warren Hersch
Taking the pulse of advisors
Article posted by Warren Hersch
Independent advisors at a NAIFA reception mostly expressed optimism about the outlook for the industry’s products.

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Regulatory >>

Paul Wilson
Navigating the regulatory arena: 6 ways regulation is affecting the annuity industry
Article posted by Paul Wilson
The last few years have seen dramatic regulatory change in the life/health industry. From financial planners to health agents to annuity producers, everyone has felt the effects of regulatory restraint on both the local and national level. What changes are yet to come? And how can you adapt in order to survive and thrive in this ever fluctuating environment?

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Economy >>

Mark Fitzgerald
Are you selling products or providing solutions?
Article posted by Mark Fitzgerald
There’s a big difference between selling products and providing solutions. Even though both activities aim to end with a sale, making it your priority to provide solutions first and foremost is a better approach for both your clients and your practice. This is especially true when you are helping your clients plan for retirement and explore annuities as part of their portfolio.

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Retirement plans >>

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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