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Dennis Postema
10 tips to become more productive
Article posted by Dennis Postema
It’s important not to lose sight of your goals and how you will achieve them. Use these 10 tips to help get yourself back on track and be more productive.

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Life products >>

Ed McCarthy
Working with the affluent retiree market
Article posted by Ed McCarthy
If your goal for 2015 is to add fewer, but wealthier retirement planning clients, you have to read these tips.

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Combo Products >>

James Katzaman
Insuring a child means more than life itself
Article posted by Jim Katzaman
Successful life insurance agents balance mastery of what they have to offer with empathy for their clients. Many times, people have good intentions when it comes to protecting their family and finances, but simply lack the knowledge to make the most informed decisions.

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Estate Planning >>

Julius Giarmarco
Don't forget to include powers of appointment in trust agreements
Article posted by Julius Giarmarco
A power of appointment can be given to a trust beneficiary to permit that beneficiary to direct the ultimate distribution of his or her trust share (should the beneficiary die before the complete distribution of his or her trust share). In other words, the beneficiary can be given the power to “rewrite” the trust. In the event the power is not exercised, the trust property will pass according to the terms of the trust.

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Life Settlements >>

Christopher P. Hill, RFC
End of life planning — the missing piece to the financial puzzle
Article posted by Christopher P. Hill
The bad news is our industry has yet to offer the comprehensive training and education needed to help advisors become more comfortable, confident and better equipped to professionally serve “the death conversation.” The good news is I am fully confident this will change in the coming years.

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