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Roccy Defrancesco
Like it or not, all advisors are now fiduciaries
Article posted by Roccy DeFrancesco
I find the fact that many advisors are all up in arms about these new regs somewhat comical. Who would argue that all advisors should always give advice that’s in their client’s best interest?

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Investments »

Nichole Morford
100 best sales & marketing ideas: 61-70
Article posted by Nichole Morford
Texting makes life (and prospecting) easier and more efficient.

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Retirement plans »

INERTIA - ASG
​Death, taxes and rising health care costs
Article posted by Mike Padawer
We all know the saying "Nothing in life is certain except death and taxes." Maybe it's time to modify it to "Nothing in life is certain except death, taxes and rising health care costs."

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Economy »

Stephen D. Forman (LTCA)
Your next LTCI sales idea: "Dog bites man"
Article posted by Stephen Forman
We must be our own bullhorns. It's incumbent upon each of us to focus on the positive, both in our lives, our professions and for the industry of long-term care to which we devote ourselves so passionately. Our clients and policyholders deserve nothing less from us.

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Regulatory »

Roccy Defrancesco
Pac Life suspends Section 79 plan sales
Article posted by Roccy DeFrancesco
I just confirmed that Pacific Life Insurance suspended all sales of their Section 79 plan.

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