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Issue: August 2014 See all issues

FEATURES

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Get Inspired

Advisors representing different career stages share what has inspired them to persevere in the business, and how that inspiration has impacted their practice.

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Sound Like a Star to Sell Like One

What goes into making a good impression? It's not only looking your best, it's sounding your best as well.

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LIFE

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Insurance for Life: the Case for Accelerated Benefit Riders

A brush with death causes an advisor to take a look at the financial burden that can come with surviving a sudden illness.

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Love and Remarriage: How to Avoid Pitfalls

Life insurance can help your clients avoid financial and estate planning pitfalls that may be lurking as they walk down the aisle again.

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ANNUITIES

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Dismiss 5 Myths Blocking Annuity Sales

Understanding the changing demographics of annuity purchasers can increase your sales.

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How to Prevent Becoming the Next ‘Annuity Burglar’

Advisors can head off potential problems by integrating compliance-related activities into their business routines.

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HEALTH

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How to Fill the Gap Between Exchanges and Rising Premiums

This strategy can keep employees and employers happy by saving 10 to 20 percent in costs.

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FINANCIAL

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How to Explain Hedge Funds

Hedge funds have a mystical quality to some investors. Here is the reality that you need to tell your clients.

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BUSINESS

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How to Get Eight or More Referrals Now

Here is an action plan to obtain a list of referrals from every prospect or client.

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Sound Like a Star to Sell Like One

What goes into making a good impression? It's not only looking your best, it's sounding your best as well.

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THE LAST WORD

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Break into the HR Office

This month’s Last Word is “guest written” by Monty Smith, who may sound familiar.

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LIMRA INSIGHTS

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Asking for Directions: Gender and Retirement Planning

An advisor can serve as a GPS in guiding clients toward a secure retirement.

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MDRT INSIGHTS

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Harnessing the Power of Friendship to Build Client Relationships

A little patience can lead to big rewards as you develop prospects into clients.

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NAIFA INSIGHTS

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Members Voice Concerns About Maintaining Financial Security

NAIFA members asked lawmakers to consider the negative effects of the Camp tax reform draft.

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FSP INSIGHTS

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Clients Want a ‘Dashboard’ Approach to Retirement Planning

Instead of constantly reacting to the financial news of the day, advisors and clients need to focus on two factors: projected retirement date and projected retirement income.

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