The Time is Right for LTCI
By [email protected], [email protected]As you examine your various tools and solutions for clients, could this be the time to finally consider the possibilities for long-term care insurance?Yes, for ...
August 23, 2011
New Institute for Fiduciary Standard Elevates the ConversationThe creation of the Institute, founded by Knut Rostad and a bevy of industry leaders, is the next necessary step to change the conversation about a universal fiduciary standard.
August 22, 2011
SMAX: Let's get it on!It's that time of year again for the only true peer-to-peer event in the industry, the Senior Market Advisor Expo.
August 22, 2011
Want to Retain More Clients? Provide a Different Kind of Retirement AdviceAdvisors who provide broader, values-based guidance in retirement planning are more likely to retain their now more cynical clients when the market takes a turn for the worse.
August 22, 2011
Preserving Investment in an Annuity ContractWhen your clients roll over a retirement account into an annuity, stay alert.
August 22, 2011
A Cautionary Tale: When a (Prospective) Client Doesn’t Fit From the BeginningWhen the markets are turbulent, clients can get irrational: a real-life learning experience.
August 21, 2011
Somebody Has to Say ItJust when you thoughT the debt ceiling crisis couldn't get any uglier, Standard & Poor's has downgraded the U.S. sovereign credit rating.
August 21, 2011
A New-Fangled SolutionThe stock market's roller-coaster of a ride following S&P's downgrading of the U.S.' credit rating on August 5 lent welcome exposure to a segment of the investment world. . .
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