Retirement

Retirement strategies >>

Mark Milbrod, CLU
Selling life insurance: Kick the tires and take a look under the hood
Article posted by Mark Milbrod
Know the features and benefits available with all products, especially if you are spreadsheeting. Just like buying that used car, kick the tires and look under that hood. Know what it is you are really selling. You will be surprised at what you see and the value you provide will last for miles and miles.

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Investments >>

Jared Trexler
7 ways you can mess up your required minimum distribution
Article posted by Ed Slott
Here are seven RMD mistakes you should avoid at all costs.

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Economy >>

John Luviano
4 things you should probably be doing to reach Latinos
Article posted by John Luviano
The Latino-American population has $1.3 trillion in consumer spending power. What are you doing to market to them?

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Retirement plans >>

Sean A. Ruggiero, CEP
Why qualified funds shouldn't fear surrender charges
Article posted by Sean Ruggiero
We are often looking for the annuity with the best construct to fit a need, maybe with a bonus, while paying attention to those nasty surrender charges. Well, if it’s qualified money that you’re dealing with (and according to LIMRA, 62 percent of them are), then don't worry about surrender charges!

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Regulatory >>

Daniel Williams
Senator Warren investigates rewards offered to 'annuities dealers' advising retirees
Article posted by Daniel Williams
According to the Massachusetts Senator, questionable practices highlight the need for a strong conflict-of-interest rule for retirement advisors.

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