Who Should Buy Annuities?
By Lloyd LoftonDespite their many benefits, annuities arent for every investor. Heres a checklist to determine if they meet your clients specific needs.
April 09, 2012
3 Key Systems for a Healthy Independent Advisory Business, Pt. 2: Marketing OverviewThe second in a series of blogs on what I consider the key points of success when starting and building an independent advisory practice. The focus of this blog: the basics of marketing.
April 09, 2012
TaxTip: Do Your Clients Qualify for a Home Office Deduction?From the resources of Tax Facts Online, the IRS rules and requirements for claiming a home office deduction.
April 09, 2012
Indexed UL Finds the Sweet Spot — and Stays ThereIUL sales continue to grow, with clients appreciating the potential to participate in market growth while being protectedfrom losses.
April 06, 2012
Why Every Client Is Part of Your Sales TeamIf youre not tapping your clients for new business, youre leaving money on the table.
April 06, 2012
Why Every Client Is Part of Your Sales TeamIf youre not tapping your clients for new business, youre leaving money on the table.
April 06, 2012
Of Boomers, Annuities and AdvisorsLifeHealthPro and Senior Market Advisor recently conducted a survey to find out how the baby boomers are impacting your practice.
April 06, 2012
Of Boomers, Annuities and AdvisorsLifeHealthPro and Senior Market Advisor recently conducted a survey to find out how the baby boomers are impacting your practice.
Commentary