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Features

  1. Hall of Fame, Fall of Shame

    Hall of Fame, Fall of Shame

    The biggest sports stars are known for drawing large crowds inside the arena and living large outside it. Here are stories of how young athletes coped with sudden, massive wealth.

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  2. How to Make Your Clients Retire Happy

    How to Make Your Clients Retire Happy

    Tom Hegna is on a mission to help save retirement, and he wants you to warn clients of their retirement risks. Hegna, the industry’s leading retirement expert, tells Publisher Paul Feldman that advisors who are not talking about insurance to protect their clients’ retirement are not looking after their clients’ best interests.

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IN FRONT

The Amazing Fiduciary Race

State and federal regulators have been battling for a decade to establish a fiduciary or best-interest standard for financial services. Much has happened already in 2018 to sap momentum from the Department of Labor and give it to the SEC. We handicap those agencies, plus what is happening at the state level.

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THE FELDMAN INTERVIEWS

How to Make Your Clients Retire Happy

Tom Hegna is on a mission to help save retirement, and he wants you to warn clients of their retirement risks. Hegna, the industry’s leading retirement expert, tells Publisher Paul Feldman that advisors who are not talking about insurance to protect their clients’ retirement are not looking after their clients’ best interests.

Read Article →
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Sections

Life

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Fallacies In The Term/Perm Debate

Taking a new look at the life insurance needs analysis in the context of popular misconceptions.

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Determining The Ideal IUL Prospect

It is the blurring of lines between investments and insurance that makes indexed universal life so attractive to certain types of prospects.

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Annuities

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Is Bigger Better When It Comes To LIBR Pricing On Indexed Annuities?

The complexity of lifetime income benefit rider pricing creates the illusion of a better product.

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Annuities Can Help Boomers Consider Wealth Transfer Plans

Positioning a fixed annuity as a wealth transfer vehicle is a great way to help clients ensure they are leaving their lifetime of savings to their heirs as intended.

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Health

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10 Ways You Can Take The Pain Out Of Disability Claims

Clients who are injured or ill depend on you to smooth the way when the time comes to file a claim.

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Financial

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Why Robo-Advisors Will Enter The ‘Plateau Of Productivity’

The industry must find ways to integrate robo-advisory technology with the human elements clients want in their advisors.

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LIMRA Insights

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Wearable Technology Presents Opportunity For Insurers

It is now possible for a wealth of information to be at an insurer’s fingertips, equipping advisors with a better understanding of potential client needs than ever before.

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Business

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What Financial Services Can Learn From Disney World

Drip marketing is no substitute for delivering a great sales experience.

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