InsuranceNewsNet Magazine

FEATURES

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Post-DOL Ignition

Annuity sales are ready to rocket following the (98%) defeat of the DOL fiduciary rule.

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How to Turn Non-Agents Into Super Sellers

Patrick Bet-David is rejuvenating recruitment by bringing new people to selling success.

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IN FRONT

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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LETTER FROM THE EDITOR

When Rockefeller Was Rich

How scarcity can lead a person to think small.

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LIFE

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Tax Law Unlocks Life Insurance Opportunity In Estate Planning

The new law raised the estate tax exemption; it also made it simpler and more profitable to sell unneeded life policies.

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The Life Insurance Solution To Long-Term Care Planning

How a life insurance trust can help protect clients’ assets against the increasing costs of long-term care.

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ANNUITIES

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When Taking RMDs Is Not In Your Client’s Best Interest

For many clients, fixed annuities are the way to meet their retirement concerns, especially when they are faced with the consequences of taking required minimum distributions from qualified funds.

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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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3 Ways To Start The Hospital Indemnity Plan Conversation

How to convey the economic risk of health emergencies.

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FINANCIAL

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Six Signs Your Client Has Outgrown You

Several things contribute to clients outgrowing their advisors. In particular, advisors should be wary of these six things, as they could be signs their client is ready to move on.

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