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Jonathan
​5 reasons every advisor should consider Social Security marketing
Article posted by Jonathan Musgrave
If you are new to Social Security marketing or simply confused by the sudden hype, this article is for you. I’ll share five reasons why Social Security optimization is perhaps the biggest marketing opportunity you will encounter in your career as an advisor.

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Life products >>

Ronald J. Pawlikowski
Is whole life insurance a rip-off?
Article posted by Ronald Pawlikowski
"Is whole life insurance a rip-off?" That is an actual question I received from a potential client, albeit many years ago. And it’s not a bad question, given the media’s treatment of whole life over the years.

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Life Settlements >>

Adrienne Wilson
What you need to know about personal financial underwriting
Article posted by Adrienne Wilson
Favorable financial underwriting is dependent on proper presentation of the financial needs analysis and appropriate objective documentation with consistency in all figures and details.

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Estate Planning >>

Robert Link
Maximizing grandparents' gifts toward college financial planning
Article posted by Robert Link
Using life insurance and/or annuities, advisors can effectively assist in directing families toward accounts that provide no assessment of the grandparents' gift monies. This places the families in the best position to receive the maximum amount of college financial assistance possible.

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Combo Products >>

Rick Geiler
All chronic illness riders aren't created equal
Article posted by Rick Geiler
All advisors would be wise to keep life products that offer estate planning and illness/LTC benefits in their cache. With a little self-education, agents can make sure they are offering advice about where the real value can be found in CI rider products.

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