Social Security Claiming Options: Don’t ‘Save the Date’
By William MeyerSocial Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
September 04, 2014
Individual disability: 7 ways to use guarantee issue to boost salesGI policies may cost more, but they simplify and shorten the underwriting cycle.
September 03, 2014
Is phoning dead? HardlyIf you are in a relationship-driven business, as financial services is, you must still master the phone.
September 03, 2014
Partial annuitization: A useful planning strategyTheres an interesting and well-known dichotomy between researchers view of income annuities value and retirement plan participants behavior.
September 03, 2014
The one thing that can solve a retiree’s worst nightmareStudy all the P/E ratios you want, but retirement advisors need to first be laser focused on one thing...
September 03, 2014
Has the CFP Board Overplayed Its Hand With the Camardas?Even if the Board wins its suit, what will be the long-term cost in the hearts and minds of other CFPs?
September 03, 2014
What insurance agents can learn from Derek JeterIn sports and in insurance, we look up to people that do great things.
September 03, 2014
What insurance agents can learn from Derek JeterIn sports and in insurance, we look up to people that do great things.
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