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Larry Klein
The hidden reason why you don't do more business
Article posted by Larry Klein
The concept of offering what people want is simple. The difficulty is that you will have to change the way you think and the way you communicate to be a top producer.

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Channing Schmidt
Show clients the important role life insurance can play in retirement
Article posted by Channing Schmidt, JD, CFP
As a financial advisor, you can help pre-retirees evaluate and implement ways to save for retirement, and to withdraw income once retirement arrives. It’s important to consider the contribution, accumulation and distribution tax characteristics of these options.

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Ike Devji
Life insurance: a vital debt management and asset protection tool for young doctors
Article posted by Ike Devji
I continually talk to both young and older doctors who have an irrational resistance to life insurance typically because of a fear of being taken advantage of in the purchase transaction and/or because of the perceived high costs to buy coverage.

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Jeff Reed
Is MoneyGuard II still the industry leader?
Article posted by Jeff Reed
The only way to answer that is to delve into the subtleties of each of the players and see how they stack up. With that in mind, we pulled the most intuitive, salient points from those comparisons and compiled a one-page summary.

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Life Settlements >>

Jeff Reed
Living and dying with dignity: The right combination of life, LTC and critical illness
Article posted by Jeff Reed
We have discussed the merits of LTC and chronic illness riders in this forum on more than one occasion, always in an effort to understand the nuances that differentiate one offering from another. The hope, of course, is that there is a clear winner. The reality, unfortunately, is much more complicated.

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