1 Easy Phrase That Can Spark a Discussion About Long-Term Care
By Debra C. NewmanAs financial advisors, we have to prepare our clients for the three phases of retirement with a frank discussion about their long-term care plans.
July 11, 2012
Three Ways to Improve Your Knowledge About AlternativesBy combining traditional and alternative investments, investors may have the potential to profit within a variety of market environments.
July 11, 2012
The Solution for Retirement Woes?When going back to work isn't an option for your soon-to-retire clients, this product might be the answer.
July 11, 2012
The Solution for Retirement Woes?When going back to work isn't an option for your soon-to-retire clients, this product might be the answer.
July 10, 2012
The Times Editorial, Fiduciary Duty and the Levitt RuleWhat is unethical? Not a broker-dealer that sells proprietary product, but one that just meets fair-dealing suitability rules while simultaneously telling investors that We always place our clients first.
July 10, 2012
The Inconvenient Truth About Retirement PlanningThe modern idea of retirement planning is less about financial independence and more about acclimating clients to the idea of social welfare programs.
July 10, 2012
Indexed Life as a Replacement for Indexed Annuities?Why would you want your clients to pay insurance charges when they dont need life insurance? That just screams, suitability problems.
July 10, 2012
Indexed Life as a Replacement for Indexed Annuities?Why would you want your clients to pay insurance charges when they dont need life insurance? That just screams, suitability problems.
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