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Issue: October 2014 See all issues

FEATURES

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No Story, No Glory

It takes a tough guy to get tender with a personal story, and former NFL player Bo Eason is just the man to do it.

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Annuities: Now More Than Ever!

Consumers can have their retirement security, if they can get over their control issues.

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LIFE

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5 Term Insurance Solutions for Small-Business Clients

Whether it’s funding a buy-sell agreement or rewarding key employees, term life can provide economical solutions to your small-business clients’ needs.

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A Tale of Three Death Claims

My family’s experience with three insurance policies after my father died showed a vast difference in the claims process.

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ANNUITIES

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Annuities With LTC: 2 Great Things That Go Great Together

Annuities with long-term care riders are still relatively new, but they can be a good choice for the right customer.

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Conflicting Views on Annuities Spell Opportunity

Survey shows that consumers need to make a better connection between need and annuities.

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HEALTH

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Here We Go Again! Getting Ready For Next Round of ACA Sign-ups

Health insurance advisors are gearing up for another busy enrollment season, hoping for the best but bracing themselves for some of the same snags they hit during the last enrollment period.

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FINANCIAL

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4 Sales Opportunities With New RMD Rules

Help your clients avoid a tax surprise while they enjoy an income stream that lasts throughout their retirement.

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BUSINESS

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Make Time to Build Business with Social Prospecting

Sure, your time is limited, but you can make valuable connections while doing what you love.

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No Story, No Glory

It takes a tough guy to get tender with a personal story, and former NFL player Bo Eason is just the man to do it.

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THE LAST WORD

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Stop Treating Financial Institutions Like Petty Thieves

The language and complexity of the financial services industry continue to intimidate consumers and prevent them from taking action.

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LIMRA INSIGHTS

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ACA Shifts Costs to Retirees

The effects of the Affordable Care Act on employers and their workers have not helped gain attention or funding for retirement benefits.

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MDRT INSIGHTS

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Three Essential Questions to Attract and Retain Clients

Successful advisors ask the right questions to help them build positive client relationships.

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NAIFA INSIGHTS

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Dealing With Clients Who Are On the Fence

A child’s toy leads a reluctant prospect to make a decision after more than two years of procrastinating.

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FSP INSIGHTS

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A Do-It-Yourself Approach Can Lead to Spousal Social Insecurity

A financial advisor can help save a client’s retirement by guiding them toward the right Social Security claiming strategy that also takes a spousal benefit into consideration.

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