March 6, 2013
Join me for a special webinar as I review leading research on the value of annuities and how to share the value with clients! Friday at 11:30 am ET. Register at https://www2.gotomeeting.com/register/914362098
September 17, 2013
Annuities: focusing on the big picture
September 13, 2013
Roadmap to Optimization
July 23, 2013
Reliability planning in an unreliable world
April 19, 2013
Is giving the secret to getting ahead?
April 10, 2013
Principles of referral marketing
March 8, 2013
Are You Taking Advantage of the Boomer Market?