Life >>

Jeff Reed
How a MEC can be your client’s Swiss army knife
Article posted by Jeff Reed
Whether as a cash-equivalent sale or an annuity alternative that has been designed smartly to feature living benefits, the potential upsides and the attractive tax-free death benefits are hard to ignore. I believe that the inclusion of these products by life insurance professionals in their daily planning can uncover opportunities that are often overlooked.

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Annuities >>

Roccy Defrancesco
Agents, beware of IMOs offering RIA services
Article posted by Roccy DeFrancesco
Anytime there is money to be made, independent marketing organizations typically will smell the money and will act to get a piece of the pie. It’s not that I blame them; it’s that IMOs in general do such a poor job with providing the “best” options to insurance agents who truly want to provide the best advice to their clients.

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Health >>

Frank N. Darras
Insurance pitfalls and coverage gaps: How to provide the best possible service to clients
Article posted by Frank N. Darras
With the recent changes in health care insurance, now is the time to learn the ins and outs of the new health insurance system so you can advise clients about their choices. The insurance they have through their employers may not cover all their needs. If so, what can you recommend to them?

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My Practice >>

Maggie Crowley
Don't waste your time: Find out if your Web marketing is working
Article posted by Maggie Crowley
We know that a great advisor marketing strategy is built on a foundation of measurable goals. We also know that hard numbers provide the best evidence and help us make informed decisions. So, the question is: How do we identify these numbers and what does it all mean?

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Retirement >>

Paul Wilson
Stuck in the middle with you
Article posted by Paul Wilson
Many boomers find themselves in the unfamiliar role of providing support for both aging parents and children struggling to achieve financial independence. As pressures mount, many are turning to their advisors for support—and it isn’t limited to financial advice.

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