Retirement

Investments >>

John L. Olsen, CLU, ChFC, AEP
Does your firm have a threat assessment committee?
Article posted by John Olsen
When weaknesses are identified and appropriate strengthening measures are applied, those measures will not merely reduce a firm's vulnerability to attack; they will also reinforce the firm's primary mission, which is (or should be) “to produce an increasing volume of suitable product sales and thus help our clients to achieve their financial objectives”.

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Retirement strategies >>

Alanna Ritchie
Advisor tips for working with mobile millennials in the job-hopping market
Article posted by Alanna Ritchie
Millennials possess a retirement and insurance void created by job instability, the need for self-discovery and the transience of belonging to a generation compelled to start over and over and over again.

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Regulatory >>

George Shave
Is the fixed annuity market like playing Russian roulette — and will you get hurt?
Article posted by George Shave
Carriers are playing with fire in their next generation of products, getting further away from the basic value proposition of fixed indexed annuities. It's a game of Russian roulette; only in this game, the gun is loaded with multiple bullets. Eventually, the gun goes off and there are casualties. Will you be among them?

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Retirement plans >>

Vanessa De La Rosa
Q&A with five of the most successful advisors in the industry
Article posted by Vanessa De La Rosa
Here’s a recap of what the five Advisor of the Year finalists had to say about education, holistic planning, inflation, annuities, work-life balance, the biggest challenges to the industry and how they’ve become so successful in their practices.

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Economy >>

Vanessa De La Rosa
Self-employed business taxes: 4 ways to hold on to more of your hard-earned money
Article posted by Vanessa De La Rosa
The tax code is over 70,000 pages long. According to Rich, it’s impossible for one person to know and understand everything it says. Here are the three major arenas in which you can claim more and more strategic deductions.

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