Retirement

Retirement strategies >>

Dan McGrath
The invincibility mindset vs. the need for LTCI
Article posted by Dan McGrath
one thing is a fact of life — health happens. And when health happens, it does not care about our own personal goals and desires.

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Investments >>

John L. Olsen, CLU, ChFC, AEP
In search of suitability
Article posted by John Olsen
Every advisor who sells financial products must wrestle every day with the concept of suitability. We may be (and should be) held accountable for demonstrating that the sales we make are appropriate and that they meet the needs of our clients. But how do we do that?

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Retirement plans >>

National Underwriter
2015's 50 best ways to generate leads: 41-50
Article posted by LifeHealthPro
Advisors need great leads to generate new business. Follow these tips to make 2015 your best year.

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Regulatory >>

StephanLeimberg
10 things to know about whole life insurance
Article posted by Stephan R. Leimberg
Learn the advantages, disadvantages, tax implications and alternatives to whole life insurance, all in one handy guide.

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Economy >>

George Shave
Mitigating sequence of return risk with annuities
Article posted by George Shave
When we enter retirement, the objective changes from accumulation to decumulation. And in this stage of life, even the do-it-yourselfers are turning to financial advisors for help. That’s because the decumulation process has many inherent risks that can be unforgiving in our retirement years.

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