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  1. Reaching Retirement Alpha

    Reaching Retirement Alpha

    An interview with Tom Hegna Tom Hegna built a career on creating happy retirements for clients. In this interview with Publisher Paul Feldman, Hegna explains why an advisor who claims to uphold the highest standard of care but ignores annuities is doing a disservice to clients.

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THE FELDMAN INTERVIEWS

Reaching Retirement Alpha

An interview with Tom Hegna Tom Hegna built a career on creating happy retirements for clients. In this interview with Publisher Paul Feldman, Hegna explains why an advisor who claims to uphold the highest standard of care but ignores annuities is doing a disservice to clients.

Read Article →
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Life

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Carriers Reshape Indexed UL While Variable UL Sales Heat Up

The fast-selling indexed universal life segment saw some product tweaks, while variable universal life gets back into the sales game.

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‘Unscheduled’ Policy Loans Can Create Sales Opportunities

A huge number of “unscheduled” policy loans go mostly unnoticed until they become a threat to the policy or an unwelcome tax problem for the insured.

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Annuities

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Beneath The Lull, Carriers Are Reshaping Annuities For Advisors

The annuity industry is trying to find out where the market is, an industry analyst said, while the marketplace makes some shifts in the face of flat sales.

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Commentary: Climbing Out Of The Rabbit Hole On Annuity Suitability

Clearing through the confusion of whether annuities are suitable for clients.

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Health

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Critical Illness Coverage Fills The Gap And Eases Client Concern

With traditional health insurance carrying more out-of-pocket costs, clients need the relief that a critical illness plan can provide.

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Financial

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Blockchain 101: The Technology Behind Cryptocurrencies

Bitcoin and blockchain are often thought to be the same thing, but it’s important to understand the difference between the two.

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LIMRA Insights

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Solving The Life Insurance Sales Puzzle

New direct-to-consumer approaches, as well as a focus on workplace sales, could reach consumers who need life insurance but are not buying it.

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Business

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Managing Results Is Only Half Of A Successful Leader’s Job

Three steps toward creating a purposeful, positive, productive work culture.

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