Spending in Retirement
To Maximize the Value of IRAs, Take Action When Client Is 69
By Robert Bloink, William H. ByrnesIRA owners will say the year in which you turn 70 is most critical, but it's the prior year when clients can reduce RMDs.
April 24, 2015
Life insurance: Your clients’ most important financial assetCash value life insurance is more valuable than people realize because it will help them overcome unanticipated challenges.
April 24, 2015
A heretical proposal: How about sharing risk with our annuity carriers?Why not reduce agent commissions proportionally as the single premium increases?
April 24, 2015
A heretical proposal: How about sharing risk with our annuity carriers?Why not reduce agent commissions proportionally as the single premium increases?
April 24, 2015
The reverse elevator speech: A test of authenticityThe reverse elevator speech is key to improving perceptions of our industry and designing customer experiences.
April 24, 2015
The reverse elevator speech: A test of authenticityThe reverse elevator speech is key to improving perceptions of our industry and designing customer experiences.
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