Life Insurance
3 strategies to help clients manage assets
By Lloyd LoftonYou can reduce taxes on your clients Social Security benefits by repositioning assets from taxable vehicles to an annuity product.
March 08, 2013
It's about the benefitsLTCI carriers are making a difference for 264,000 people who planned ahead.
March 08, 2013
3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 2Ideally, comprehensive financial planning services for today's young professionals should be implemented with a more clearly defined niche.
March 08, 2013
Do you need a bigger boat?Are you mapping goals so they're achievable ... or just hoping for the best?
March 07, 2013
5 Reasons Advisors Are Wasting Their Time on Social MediaAcross the country, advisors are wasting their time on social media, but not for the reasons you may think.
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