Trusts and Estates
The (nearly) foolproof way to contact a referral
By Bill CatesNot all referral prospects are created equal, but this straightforward strategy works with every personality type.
February 07, 2013
Retained coverage insurance settlements: The life settlement industry's newest productThis type of settlement delivers continued coverage for the seller and a good return for the buyer.
February 07, 2013
Using Social Security to open doorsHave you made Social Security a part of your practice? Watch the exclusive online video to learn how two advisors are making it work for them.
February 07, 2013
Need an Rx for retirement? The doctor is in.Are your clients feeling a bit sick over their retirement finances? An indexed annuity could be the cure.
February 07, 2013
Disability Insurance Observer: Foggy tablesDo officials really want to share what employers told them about the FMLA?
February 07, 2013
The life settlement market? Really?Yes, there really is an active market for policies.
Commentary