Retirement

Retirement strategies >>

Dan Berman
12 worst financial advisors in America: 2014
Article posted by Dan Berman
The dirty dozen follow in the sad tradition of their brethren of years past.

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Retirement plans >>

Bill Coffin
You are dead. Continue (Y/N)?
Article posted by Bill Coffin
The time has come for us to turn life insurance into a really, really good video game.

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Investments >>

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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Regulatory >>

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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Economy >>

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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