Retirement

Retirement strategies >>

kstartt
Can I build my own annuity?
Article posted by Kevin Startt
So, if I can get a pepperoni and pickle pizza to the customer in 30 minutes or less, can I build a fixed indexed annuity in 30 minutes? The road to success is dotted with many tempting parking places. Building your own FIA is not one of them, I’m afraid.

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Investments >>

Paul Wilson
How to market to women — and why it's more important than ever
Article posted by Paul Wilson
Thirteen years ago, Rebecca True was working in New York City as a technology executive for Bank of America Securities. On September 11, 2001, many of her clients were killed in the attacks on the World Trade Center. Because she was one of the few women in the company, she was thrust into a role of talking to the widows and helping them begin to rebuild and take care of their families. During the next eight months, she realized she had something to bring that was “far more important than building websites.” Here are a few key stats and takeaways she shared with attendees of the 2014 Advisor Network Summit in Las Vegas.

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Retirement plans >>

Frank N. Darras
The retirement challenge: Using health insurance, life and annuities
Article posted by Frank N. Darras
Retirement is always a challenging stage of life, with insurance just a part of the obstacle course. Future retirees need to really consider health insurance, life insurance, and annuities as part of their future retirement strategy.

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Economy >>

James Katzaman
Build a strong financial house from bottom up
Article posted by Jim Katzaman
Insurance can be a complicated issue for a lot of people, but it doesn't have to be. We, as financial professionals, can explain financial matters in plain language and educate them.

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Regulatory >>

kstartt
Trudging through the market mud run
Article posted by Kevin Startt
Realize we are just like the 73-year-old runner; we're at the end of the race with some big puddles, switchbacks and perils to prod through. It is prudent to take some risk dollars off the table soon and rotate, allocate and avoid the temptation to hesitate and follow the leader off the cliff.

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