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Learn from the experts

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The Chinese symbol for danger also represents opportunity. This is a dangerous time for Americans with concerns about taxes, investing, planning for retirement and insuring their futures. Are you ready to help them turn it into an opportunity?

To make that sure you are well-informed and inspired, you must build your own team of trusted advisors that you can access at any time. These are people you can learn from and refer to for trustworthy information about our economy, investing and insurance.

If you follow and read these people regularly, you will become even more amazingly valuable to your prospects and clients. You will be able to clarify why strategies for safe growth are so imperative. Furthermore, the knowledge these experts impart will help your confidence grow. People buy from confident people.

One final thing: This will not take long. You will start to improve immediately. I have helped train many successful agents, and this is how we build their confidence and their expertise quickly. Exposure to this information is, for the most part, free and available 24 hours per day.

So I would humbly like to recommend a few people in a few important areas. These are not the only people I could recommend, nor will they be appropriate for everyone. But my intent is to emphatically state that we, as insurance and financial professionals, must have access to information that we can trust and use to help our prospects and clients make informed financial and insurance decisions.

I want to make it perfectly clear that these are my choices. These are people whom I have used to build the foundation of my knowledge. This article is meant to provide guidance for your consideration; it is not meant to be an advertisement for their products or services. I do buy most of their goods or services, but I didn’t start out that way.

If you become a member of NAIFA or MDRT, you could easily access quite a bit of this information. However, most of this information is also available for free, and all that is needed is a computer. Go to Google, type in the names below and you will be on your way.


  • Lawrence J. Kotlikoff, Professor of Economics at Boston University
  • David Walker, Former Comptroller General of the United States
  • Martin Weiss, Weiss Research
  • Philippa Malmgren
  • Dr. Lowell Catlett

Insurance sales

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  • Bill Gross
  • Jeffrey Gundlach
  • Warren Buffett
  • Porter Stansbury


  • Denis Waitley
  • Jim Rohn
  • Og Mandino


For more from Van Mueller, see:

Steer clients on the right path

Why insurance matters

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