Angie Herbers’ 2012 New Year Resolutions: 4 Steps to Great Employees
By Angie HerbersThese steps will not only allow you to create great employees, youll wind up with a more successful firm in the process
December 20, 2011
The Catch: A Patchwork Quilt?Will the essential health benefits rules might be too flexible? Consumer groups are asking.
December 20, 2011
The Catch: A Patchwork Quilt?Will the essential health benefits rules might be too flexible? Consumer groups are asking.
December 20, 2011
12 Questions for 1 Successful LTCI Agent: Susan Berger AbramsShe takes Zumba classes, drinks Peet's coffee, and has discovered that a basic computer skill -- the ability to use Excel -- helps a lot.
December 20, 2011
Fixing the 3 Top Mistakes Advisors Tend to Make With Their ClientsAre you enabling your clients to focus on the wrong measures of satisfaction with you and what you offer them? Three common mistakes, and how to ameliorate them for your benefit and your clients'.
December 20, 2011
The Myth of Financial Literacy: Most Consumers Don’t Want ItWhy blaming consumersand your clientsfor their lack of financial literacy is a red herring. Oh, and a suggestion to the SEC on what its primary job should be...
December 20, 2011
IRS Greenlights ILIT Replacement PoliciesThe IRS has held that a grantors power to substitute a policy in an ILIT for another policy of equal value will not result in estate inclusion
December 20, 2011
Which Client Deductions Will Expire after 12/31/11?Numerous tax breaks expiring this year could have a drastic effect on your clients in 2012
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