Advisor or Adviser? It’s More Than Semantics
By Bob ClarkSuppose I called myself a docter, and opened a medical clinic? Or a "lawyor," and started pounding out wills for people?
March 21, 2017
The science of effective communicationYou may think of conversation and communication as an art, but it turns out that the keys to effective communication are firmly rooted in science.
March 21, 2017
What to consider when selling Medicare supplement insuranceSelling Medicare supplement products is challenging but provides the chance to earn exponential residual commissions.
March 21, 2017
What to consider when selling Medicare supplement insuranceSelling Medicare supplement products is challenging but provides the chance to earn exponential residual commissions.
March 21, 2017
Big SEC Penalties May Be History Under New ChairActing SEC Chair Piwowar's recent decisions and comments regarding penalties suggest a move away from higher and higher penalties against advisors.
March 20, 2017
The Surprise Tax Hit for Post-Medicare HSA ContributionsMany clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
March 20, 2017
5 reasons to specialize in final expense insuranceHere are five reasons that selling final expense insurance can be lucrative.
March 20, 2017
5 reasons to specialize in final expense insuranceHere are five reasons that selling final expense insurance can be lucrative.
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