The Most Common Self-Defeating ‘Thinking Errors’
By Angie HerbersToo many owner-advisors too frequently exhibit errors in thinking that can undermine their chances and feelings of success. If you want to be happier in 2014, and be a better person to work with, try the solutions to these common thought errors.
December 24, 2013
Merry ChristmasOne of my favorite funds, Templeton Global Bonds, plays the world debt market like a currency fiddle.
December 24, 2013
Merry ChristmasOne of my favorite funds, Templeton Global Bonds, plays the world debt market like a currency fiddle.
December 23, 2013
Now Entering the Retirement Income Game: Universal LifeInsurers are adding guaranteed income withdrawal riders to their universal life policies. They can be good for clients, but understand the risks and likely premiums.
December 23, 2013
Why This Is a Good Time to Be an Advisor, of Any AgeThis is our annual Careers supplement, and in the pages that follow we deliver what I humbly believe are a number of articles that you will find useful in planning and executing a more successful career.
December 23, 2013
Life events a key trigger for social media sellingLife events are a trigger for buying life insurance and you find out about them today via social media.
December 20, 2013
Popular IRAs, Annuities Have DownsidesA CPA, wealth manager and lawyer share tips for investors on these common investment vehicles.
December 20, 2013
How to meet your clients' needs in 2014What do your clients really want? Genuine information and great customer service.

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