September 23, 2015
If you hold yourself out as an "advisor" or "objective", you're a fiduciary!
February 5, 2015
Today, in 1937, FDR tried to pack the court. Given Citizens United, it's time for a 2nd try!
December 27, 2014
Avoid, whenever possible, being the smartest person in the room.
December 8, 2014
To consumers: Ask "what kind of annuity are you describing?" It may avoid misunderstanding.
November 22, 2014
Reasons why your prospect should NOT buy what you're pitching: Consider them!
November 20, 2014
Suitability: A concept to help advisors avoid making sales that shouldn't be made.
August 19, 2014
Does anyone have the actual case citation for the Lewis case in CA?
July 10, 2014
The CA criminal case against insurance agent Alan Lewis has just been dismissd
May 27, 2014
"Fail" is a verb. It is not a noun. When you want to describe an outcome which did not succeed, the word is "failure".