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Retirement

Retirement strategies >>

Jeff Reed
Bridging the retirement gap with life insurance
Article posted by Jeff Reed
Our clients are not saving enough. Layer on top the increased tax rates and the possibility of higher rates in the future, and the stage is set for the one industry that can really step in and help them bridge the gap — the insurance industry.

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Investments >>

kschilling
Scams, fraud, predatory sales tactics and smart decisions about money
Article posted by Karl Schilling
I want to make it very clear that professional salespeople are vital to our everyday lives and our overall financial well-being. The grave obstacles lie within the industries which promote predatory sales tactics and strive to make sales revenue at any cost.

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Economy >>

Robert Link
Maximizing grandparents' gifts toward college financial planning
Article posted by Robert Link
Using life insurance and/or annuities, advisors can effectively assist in directing families toward accounts that provide no assessment of the grandparents' gift monies. This places the families in the best position to receive the maximum amount of college financial assistance possible.

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Retirement plans >>

jberson
The IRA rollunder — a concept with guaranteed results
Article posted by Jeffrey Berson
The IRA rollunder is, without a doubt, the most exciting estate planning and preservation technique in use today.

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Regulatory >>

Robert Kerzner
Advisors matter
Article posted by Robert Kerzner
Throughout the world, legislators and regulators are banning commission-based advice. Even here is the U.S., there has been much discussion about instituting a universal fiduciary standard, which would effectively ban commission-based advice. The problem is, our research has shown that most people are willing to far less than the cost of providing that advice.

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