Annuity agents: Get your securities license
By Roccy DeFrancescoRecent actions in three states point to the necessity of having a Series 65 license if an agent wants to sell fixed indexed annuities.
March 04, 2013
The Hispanic market dissected: More than meets the eye.There has been much buzz about the Hispanic market lately but marketers are missing a critical point.
March 04, 2013
On the Third Hand: ScoringLife isn't fair -- because being fair is really complicated.
March 04, 2013
On the Third Hand: ScoringLife isn't fair -- because being fair is really complicated.
March 04, 2013
The Successful Retirement Plan Advisor, Pt. 3: Profile in Success— Jason ChepenikAdvisor Jason Chepeniks two key principles for success: setting the stage for referrals by working tirelessly to find the root problem to his clients retirement issues and building custom plans to meet plan sponsors' needs.
March 04, 2013
The U.S. Tax System: How Did We Get Here? Pt. 1, the Early YearsIn tax season 2013, a look back at the very beginnings of taxation in the U.S., and Americans' attitudes toward taxes.
March 04, 2013
¿Examen seguro? No habla Español!Only two states offer the insurance exam in Spanish. Is this a contributing factor in our industry's failure to serve the Hispanic market?
March 01, 2013
The best-kept secret to successWere all busy. But only the most successful agents ensure that their busyness is always fruitful.
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