5 strategies to apply to suitable annuity sales, part 1
By Ryan ParkerSelling annuities to seniors has always been a delicate transaction, but there are many protective strategies you can implement in your practice.
October 25, 2012
Boomers talk about their debtFrom the debt-phobic to those crushed by a mountain of medical bills, a group of boomers answers the question: "What are you doing to solve the problem of personal debt?"
October 25, 2012
Boomers talk about their debtFrom the debt-phobic to those crushed by a mountain of medical bills, a group of boomers answers the question: "What are you doing to solve the problem of personal debt?"
October 25, 2012
The State of Investor Trust, or Distrust, Fiduciary and the CFP BoardIs the argument over a fiduciary standard for all advice-givers, and the CFP Board's position on a fiduciary standard for CFPs, missing the bigger point?
October 25, 2012
The Election and Advisors: FPA’s Dan Barry Reports, and PredictsLooking at next years advocacy agenda for FPA, much depends on the election and who is placed in key positions. A rundown of the big issues for planners, and what different election scenarios mean for those issues.
October 24, 2012
Disability Insurance Observer: Dear BenHe's probably a really nice guy, but he's giving us way too much economic Ritalin.
October 24, 2012
Don’t let a health scare leave your client unpreparedMy unexpected breast cancer diagnosis vaulted life insurance and financial planning to the top of the priorities list.
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