LTCI: Don’t tell, do sell
By Paul DaugsThe products can be complicated. Conversations with clients don't have to be.
December 04, 2012
5 Steps to Finding the Right Fit for Engaged ClientsEngaged clients refer, but how many of your existing clients meet your definition of an ideal client? Taking these five steps to determine if prospects and existing clients are the right 'fit' will propel you on the journey to engaged clients.
December 04, 2012
Year-End Tax Strategy: Pairing a Roth Conversion With a DAFA year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
December 03, 2012
LTCI Watch: Underwriting"Don't insure a burning house." "Burning houses need insurance!" Is there a middle way?
December 03, 2012
LTCI Watch: Underwriting"Don't insure a burning house." "Burning houses need insurance!" Is there a middle way?
December 03, 2012
CE, Variable Annuity and Securities Licenses and RIAsHow I fulfilled my continuing ed requirements, and what I learned about my state VA license.
December 03, 2012
Where to Invest if Rates Rise—Searching for Alpha for December 2012How we may change our portfolios if rates head higher, with market index performance for November 2012.
December 03, 2012
Are your clients protected with an annuity?For some clients, the extra cost can act as an "air bag" to protect their financial security.
Commentary