Most Recent Strategies Blogs

What do advisors really do anyway?
Blog By Bob Clark
July 23, 2015

Ever consider in-service withdrawals?
Blog By Ryan McGee
July 23, 2015

Annuity yields: a history and math lesson
Blog By Randy Kitzmiller CLU, RICP
July 21, 2015

Crediting methods: options for filling your clients’ buckets
Blog By Steve Schankerman
July 20, 2015

Test your elder fraud IQ
Blog By Nichole Morford
July 17, 2015

The case for skipping the 401(k)-to-IRA rollover
Blog By William H. Byrnes, Esq.
July 15, 2015

Keep an open mind: Tools I didn’t know existed
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
July 15, 2015

Uncovering new annuity sales
Blog By John Duchien
July 14, 2015

Never too late to win the retirement game
Blog By Jeff Hood, LUTCF
July 13, 2015

Are flat fees really better for clients — or for advisors?
Blog By Bob Clark
July 13, 2015

Increasing client cash flow with temporary life
Blog By James A. Martin II, CLU, ChFC
July 9, 2015

Winning teams have infrastructure
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
July 8, 2015

Retirement income opportunity ready to explode
Blog By Ryan McGee
July 7, 2015

Fear and greed and annuities
Blog By Bentley Heese
June 30, 2015

Retirement planning: Sometimes, you just know
Blog By Dan Lavigne
June 26, 2015

Luring millennials is a waste, take 2: Serving the children of clients makes sense
Blog By Bob Clark
June 24, 2015

Comment submitted to the EBSA regarding its proposed fiduciary rule
Blog By John Olsen
June 24, 2015

Annuitized advantages in personal injury cases
Blog By Steve Pilger
June 23, 2015

5 challenges advisors need to conquer in next 10 years
Blog By Danielle Andrus
June 22, 2015

Why financial illiteracy is like a cancer
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
June 17, 2015

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