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Sales and Marketing >>

Julius Giarmarco
How to protect inherited IRAs
Article posted by Julius Giarmarco
Given the vast amount of wealth inside IRAs, careful consideration is required in naming beneficiaries. The Clark v. Rameker decision has brought attention to the advantages and disadvantages of naming trusts as beneficiaries of inherited IRAs.

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Prospecting >>

Daniel Williams
25 best business books: 16-20
Article posted by Daniel Williams
What is your business strategy? In this second part in our series on great business books, blue oceans and team dysfunctions dominate.

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Practice Management >>

Daniel Williams
25 best business books: 21-25
Article posted by Daniel Williams
The business book list kicks off with managers who break the rules and cubicle dwellers who tread water.

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Social Media >>

Tye Elliott
Brokers play pertinent role during open enrollment
Article posted by Tye Elliott
With open enrollment around the corner, it’s essential for employees to understand their benefits options so they can choose the right health care plan that best fits their needs. As a trusted advisor, this is a great opportunity to arm your clients with communications best practices to help employees navigate their health insurance choices.

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Technology >>

David Shields
5 ways to take advantage of the iPad to write business
Article posted by David Shields
Here are five ways to take advantage of the iPad for business that you never would have thought possible before.

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