P&C Agents: Alliance Opportunity or Waste of Time?
By Brandon StuerkeSince P&C agents compete mostly on price, they may not make the best partners for an annuity advisor who has a consultative relationship with clients.
April 04, 2012
Obama Budget Would Eliminate IRA Benefits for Upper Middle ClassIt is not just the rich who might find themselves subject to substantially higher taxes in 2013several initiatives in Obamas 2013 budget proposal would eliminate many important tax benefits of retirement savings plans for upper-middle-class taxpayers.
April 03, 2012
Boomers: What They Worry AboutThe top concern among many individuals aged 45 to 65 is maintaining their current standard of living. And thats where annuities come into play.
April 03, 2012
What Morningstar’s FeeCheck Tells Us About AUM FeesA new widget on Advisor Workstation allows you to compare the fees and commissions you charge with some of your peers. Is it worth your while?
April 03, 2012
A Story to Help You Conquer Price ConcernsIm a renowned cheapskate, but a negative experience with a car rental has me rethinking my ways.
April 03, 2012
A Story to Help You Conquer Price ConcernsIm a renowned cheapskate, but a negative experience with a car rental has me rethinking my ways.
April 02, 2012
The D WordIn our age of political correctness, the trick isnt pretending not to notice someone with a visible physical limitation of some kind. The trick is remembering that how these folks have lived with their limitations is very much part of what makes them such special people.
April 02, 2012
LTCI Watch: Where Are the Clicks for Alzheimer's?Your clients need protection from it. You could get it. We might be able to cure it. Why not read about it?
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