Browse My Most Recent Articles

November 22, 2011
The fundamental flaw with traditional retirement planning

October 31, 2011
Could you still sell fixed annuities if interest rates were zero?

September 14, 2011
What you don’t know about DALBAR’s 9 percent stock return

July 13, 2011
Does Dave Ramsey’s 12 percent growth stock fund exist?

December 20, 2010
Retirement income: What are your clients relying upon?

September 10, 2010
Solving retirement investment dilemmas with annuities

August 12, 2010
Mid-year Roth conversion gut check

June 30, 2010
The mistruth about life insurance

May 13, 2010
Helping younger clients to save for retirement

April 21, 2010
Annuities: More popular than you think

February 24, 2010
Avoiding an AIG-style meltdown scenario

February 3, 2010
How to instantly become your client's trusted advisor

January 7, 2010
What great agents do differently

December 10, 2009
Demystifying Roth IRA conversion calculators

October 28, 2009
"I need to think about it"

September 17, 2009
Answering sales objections about caps and interest rates on FIAs

August 10, 2009
Answering the most common annuity sales objection

July 14, 2009
When will positive interest credits return on index annuities?

June 4, 2009
Where three types of annuities fit in a client's portfolio

April 24, 2009
Eight precautions when using indexed universal life to save for retirement

April 23, 2009
Eight reasons to use index universal life to save for retirement

March 6, 2009
The worst financial headline of the past year

January 14, 2009
What to do when the experts don't know anything

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