9 Creative Ways for Financial Advisors to Acquire Clients
By Alix PurcellIf your client acquisition tactics have become tiring or boring, theyre probably also not working very effectively, either.
October 06, 2014
File and Suspend Creates a Social Security Insurance PolicyA Social Security loophole lets clients who have delayed retirement get benefits even after the initial deferral decision has been made. There's one caveat, however.
October 06, 2014
Top 10 Social Security Myths: Part 2Dont let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
October 06, 2014
Using Monte Carlo Distributions in Financial PlanningHow using Monte Carlo simulation can give you, and your client, a better appreciation for the likelihood of an investment return.
October 04, 2014
Is a Tax Bomb Looming for PIMCO Investors?Total Return Fund outflows could lead to a host of consequences for the investors who stay. And thats a problem for all mutual fund investors.
October 03, 2014
LTCI Watch: RatesWhat good are "low rates" if Ben Bernanke can't refinance his home?
October 03, 2014
Are life settlements bad for insurance companies?Insurers should embrace life settlements by endorsing education and training on the products for their producers.
October 03, 2014
Annuity awareness leads to growthAnnuity awareness should be an ongoing initiative for our industry not just a focus during Annuity Awareness Month.
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