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Features

  1. Banking on Herself

    Banking on Herself

    Vanessa Bucklin grew her practice by relying on old-school ways and the relationship-building techniques she learned as a small-town banker.

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Life

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Life Insurance As The Bedrock Of Financial Discipline

Many clients will want to “get enough money together” before they execute any of these four financial disciplines. But they may be going about it backward.

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Who Gets The Life Insurance? Not The Ex-Spouse, States Say

A Supreme Court decision revoking a beneficiary designation due to divorce may have ramifications that advisors need to address.

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Annuities

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How To Match An Annuity To A Retirement Need

Securing a reliable source of protected lifetime income is one way to help manage retirement risks and help clients alleviate a major retirement concern.

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How A DIA Contributes To A Successful Retirement

A study examined how much of a retiree’s nest egg should be invested into a longevity annuity to reduce the odds of running out of money in the later years of retirement.

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Health

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‘Emerging Benefits’ Is The Next Workplace Trend

An annual survey shows employees are looking at benefits that will help alleviate their financial stress as well as maintain their overall health.

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Financial

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Getting With The Plan: Why It’s More Than Just Investments

Investment planning and financial planning are often used interchangeably, but there’s a big difference between the two.

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LIMRA Insights

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The Factors That Put Women At A Disadvantage In Retirement

Women’s retirement challenges can translate into opportunity in serving this market.

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Business

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Sitting On A Gold Mine: How To Open 20 Cases This Month

The answer to where your next 20 sales will come from is easy. But you have to ask the right questions.

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