Horse sense and sales sense
By David A. SaltzmanWatching jockey Calvin Borel win his third Kentucky Derby last Saturday was about as exciting as two minutes can be. Thinking about the race as a sales metaphor isn't nearly as exciting, but it is instructive.
May 05, 2010
Four Communications Secrets from the Emily Post InstituteNow more than ever before, financial advisors - like other professionals - can benefit from improving their communications skills, says Peter Post.
May 05, 2010
Does Health Reform Break Obama's Campaign Promise?The Congressional Budget Office recently came out with estimates about the number of people who will be affected by the penalties caused by the insurance mandates. According to the CBO, about 4 million people will be charged fines in 2016.
May 05, 2010
Adding Living Benefits Continues to Boost ResultsAn updated Ibbotson study on annuities and benefits finds (VA+GMWB, SALB) that some steps can increase income and lower risk for retirees.
May 05, 2010
Hoe buys iPadI succumbed to Apple mania and bought an iPad Saturday from the Apple Store about four miles from home.
May 05, 2010
How to Best Time Social Security BenefitsAdvisors need to review the financial implications of when clients start taking these benefits as part of a broader discussion about guaranteed income.
May 05, 2010
IRA Contributors Falling 40%, Latest Putnam Study FindsNew research finds funding for IRA down sharply in 2010, and Roth conversions are proving unpopular.
May 05, 2010
Reader Feedback: 'Budget' LTCI Policies More Harm Than Good?A while back, we received a letter from a concerned reader about an increasingly prevalent piece of long term care insurance advice: that not all clients need a Cadillac plan.
Commentary