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Marlene Satter
7 top workplace benefit trends for 2017
Article posted by Marlene Y. Satter
Retirement, and the retirement plan industry, are both in flux, as workers struggle to save enough, employers look for ways to make them more successful at doing so and regulations change the way retirement plans and advisors work.

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Retirement »

Bob Clark
2017 Career Guide: Financial services explained
Article posted by Bob Clark
Exploring some of the financial services industry’s more confounding issues for those considering the profession -- as well as those within it.

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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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