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Marlene Satter
Top 10 fiduciary errors and how to avoid them
Article posted by Marlene Y. Satter
When fiduciaries make mistakes, they can be costly not just to the organization, but for the fiduciary personally. Here are 10 mistakes you'd better hope to not make.

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Prospecting »

Stephen D. Forman (LTCA)
Your next LTCI sales idea: "The use it or lose it fallacy"
Article posted by Stephen Forman
For someone to argue that the recent deceleration in sales is the result of a use it or lose it feature is not only to fail to grasp today’s market dynamics, but also to misunderstand the very concept of insurance itself.

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Practice Management »

Joe Arak
5 ways to help someone in need (even when you have no time, money or resources)
Article posted by Joe Arak
These kinds of thing happen all the time. But when it happens to someone you know well, you pay more attention.

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Social Media »

Paul M Mallett
My summer to-do list
Article posted by Paul Mallett
As I write this, I’m sitting on my deck on a beautiful evening contemplating all the things I hope to accomplish this summer as it relates to my personal practice. While my wife plans our vacation and several fun weekend trips, my mind is on the things I need to do this summer to keep the revenue flowing.

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Technology »

Carley Meiners
Taylor Swift and marketing: 5 ways to use the queen of pop's skills
Article posted by Carley Meiners
Back in October, Swift unveiled her fifth album, 1989, through a strong social media campaign. She has built her brand from the ground up, and we should all be taking note. Here are five marketing lessons from Swift.

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