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Daniel Williams
2014's best movies for business professionals: 21-25
Article posted by Daniel Williams
A struggling, small business owner; an art forger; a charismatic leader: Let's take a look at 2014's best movies for business professionals.
jeer8lie
Are caps and floors in IULs realistic? If so, why can't I do it myself?
Article posted by Tom Martin
We are often asked by our clients, “How can the insurance company afford such generous caps and floors in their indexed universal life policies?” Many insurance producers themselves may ponder the same question.
Dan Berman
6 top tax changes for 2015
Article posted by Dan Berman
These are the major changes to the Internal Revenue Code taking effect in 2015.
Steve Savant
Will LTC products that are linked drive standalone policies extinct?
Article posted by Steve Savant
It’s always interesting how consumer perception works in real life. They buy term life insurance and invest the difference rather than buy cash value life insurance. But they buy cash value long-term care in a hybrid policy instead of a standalone policy. It’s seems to be counterintuitive.
Jason Kestler
Sun Tzu and the art of financial planning
Article posted by Jason Kestler
The equities market has been on a roll for the last five years and is flirting with all-time highs. At the same time, the bond market has had a rally of its own. Twenty years of declining interest rates have consistently pushed bond prices higher; however, does the average investor fully understand the risks to their nest egg going forward?
Daniel Williams
2014's best movies for business professionals: 16-20
Article posted by Daniel Williams
A dystopian ice age; an avalanche of regret; a great disappearing act: Let's examine five more of 2014's best movies for business professionals.
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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.
Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 1
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”
Daniel Williams
2014's best movies for business professionals: 1-5
Article posted by Daniel Williams
A team of misfits thrown together to save a galaxy; a whistleblower whose revelations shook the world; a boy just trying to grow up.
Michael Mahoney
The 10 essential health benefits covered under the Affordable Care Act
Article posted by Michael Mahoney
Although the 10 essential health benefits are now covered with no annual limits or lifetime maximums, many Americans might not know what these benefits include. Now is the time to learn about the 10 essential health benefits and take advantage of your and your clients' health plans.
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.
Daniel Williams
2014's best movies for business professionals: 6-10
Article posted by Daniel Williams
A brilliant codebreaker; a tough love teacher; a world built by a child: Today's movies reveal people who change the world around them.
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