Customizing Your CRM
By Mike PattonThere are a lot of tasks that must be performed in order to build a successful advisory business. Each task must then be analyzed and...
November 01, 2007
The Long and Winding RoadSix months have passed since I became an independent advisor and it has proved to be a very interesting period, to say the least. At...
October 30, 2007
Recent Social Security cost-of-living adjustments2008: 2.3% (avg. senior with benefit of $1,079 will see increase of $24 per month) 2007: 3.3% (avg. senior with benefit of $1,011 saw increase of $33 per month) 2006: 4.1% (avg. senior with benefit of $963 saw increase of $39 per mont
October 30, 2007
Take advantage of increased LTCI deductibility limitsThe Internal Revenue Service (IRS) has announced increased deductibility levels for long-term care insurance policies purchased in 2008. Millions of small and mid-sized business owners are still unaware that the cost of long-term care insurance
October 30, 2007
Questions to ask to find the right coachWill you assist me with the actual implementation of your system? Will I be able to quantifiably measure the impact you have on my business? Will you have a mechanism to ensure your ideas become habitual? Do you have a process in
October 30, 2007
Boomers and Social SecurityOct. 15, 2007: Date the nation's first baby boomer, Kathleen Casey-Kirschling, filed for her Social Security retirement benefits - and she did it online. Casey-Kirschling was born one second after midnight on Jan. 1, 1946, and will be eligible for
October 30, 2007
Social Security checks to rise a modest 2.3 percent in 2008The Social Security Administration announced Oct. 17 that seniors will receive an additional 2.3 percent in their Social Security checks beginning in January 2008, representing the lowest cost-of-living adjustment in four years. The average
October 29, 2007
Take advantage of increased LTCI deductibility limitsThe Internal Revenue Service (IRS) has announced increased deductibility levels for long-term care insurance policies purchased in 2008. Millions of small and mid-sized business owners are still unaware that the cost of long-term care insurance
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