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Roccy Defrancesco
When underperforming the S&P 500 is a good thing
Article posted by Roccy DeFrancesco
If you are tired of clients or potential clients pointing to the S&P 500 index as their investment benchmark, use the information in this article to help them understand that the S&P 500 has far too much risk to be used as a benchmark for an overall wealth building portfolio.

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Life products >>

Warren Hersch
5 tech products for advisors: Are they living up to the hype?
Article posted by Warren Hersch
Advisors have a lot to gain for the most recent round of tech tools — but also, some would argue, a lot to lose.

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Estate Planning >>

Sean A. Ruggiero, CEP
Why the QLAC is the biggest news in 33 years
Article posted by Sean Ruggiero
Just like the 401(k) revolutionized retirement savings for Americans in 1981, the QLAC regulations will be the next step in the evolution of Government-initiated concepts to help Americans survive in retirement.

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Combo Products >>

Warren Hersch
The top 5 priorities for life insurers in 2015
Article posted by Warren Hersch
Expect to see more simplified and consumer-friendly products, including annuities tailored to young workers looking to build a nest egg.

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Life Settlements >>

Christopher P. Hill, RFC
End of life planning — the missing piece to the financial puzzle
Article posted by Christopher P. Hill
The bad news is our industry has yet to offer the comprehensive training and education needed to help advisors become more comfortable, confident and better equipped to professionally serve “the death conversation.” The good news is I am fully confident this will change in the coming years.

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