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My Practice »

Marlene Satter
Toxic bosses can be hazardous to your health
Article posted by Marlene Y. Satter
Have you been affected? Does your style affect others?

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Retirement »

Melanie Waddell
DOL Fiduciary Rule could be halted 'within days' of inauguration
Article posted by Melanie Waddell
The Department of Labor’s fiduciary rule could be delayed “within days” of the new administration through action taken by Labor, instructions from the White House, or pending court cases.

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Health »

William Byrnes
Small business gets year-end relief for health reimbursements
Article posted by William H. Byrnes, Esq.
Small employers have long struggled to find health care solutions in order to both offer assistance in funding health insurance for employees and comply with the sometimes-onerous Affordable Care Act restrictions.

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Life »

Brian Leising
Senior clientele? Six tips to open more life insurance sales
Article posted by Brian Leising
Unfortunately many advisors make only one product sale per household and  never ask their clients about other potential life insurance planning needs. If you were able to uncover the need for one insurance product, why couldn’t you uncover another?

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Annuities »

Mike McGlothlin
Industry Changes in 2017 and beyond
Article posted by Mike McGlothlin CFP®, CLU, ChFC, LUTCF
Regulation is only a small percentage of the changes that likely will force us to change our practices—and for the better

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