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Issue: September 2012 See all issues

FEATURES

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The Hedgehog & Flywheel Effect

Author and co-author of six New York Times best-selling books, Jim Collins discusses the concepts that innovative entrepreneurs employ for a consistent formula of success

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Generational Disconnect

The Generation Gap is not unique to financial advisors but addressing inherent problems with specific strategies can help build the bridge.

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LETTER FROM THE EDITOR

The Exponential Explosion

I know what Mom’s going to say. She was talking about a store she wanted to visit but she wasn’t sure it was open that day. Even as she turned to me.

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LIFE

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The New Golden Handcuffs

An IRS deferred compensation rule offers a relatively inexpensive technique for small to mid-sized firms to compete with larger corporations and retain key employees.

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A Tax-Free Future

The tax-free financial leverage of using life insurance to finance Roth IRA conversions will enhance the net aftertax inheritance for your client’s heirs.

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ANNUITIES

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New Contenders Emerge In $7.3 Trillion Retirement Market

Massive assets held in qualified retirement plans managed by life and annuity insurers may not stay in those coffers much longer unless advisors act – and quickly.

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Global Shakeup Could Rattle Money Out Of U.S. Annuity Market

Globalization is a problem most advisors aren’t addressing. But take note, because the growth of international carriers will affect your bottom line.

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HEALTH

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Will Employers Push Workers Into Health Exchanges?

Small and midsize businesses now face some tough decisions that may radically change how they offer health benefits to their workforce. At some point, smaller employers will have to decide whet

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FINANCIAL

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What Advisors Want: Integrity, Intelligence, Insight, Instantly

A market researcher polls 2,000 advisors on what they want and expect from wholesalers - and don’t get, leading them to look to minimize the interaction.

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BUSINESS

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Don'T Pucker Up

You’re a good sales person, but sooner or later, a call will go badly. A director of sales offers tips on how to keep the conversation from hitting a sour note.

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Courage And Medicare: It's Time

In our new feature, Larry Barton, president of The American College, offers insights and invites readers to join the conversation on the ongoing debate and political football that is Medicare.

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The Hedgehog & Flywheel Effect

Author and co-author of six New York Times best-selling books, Jim Collins discusses the concepts that innovative entrepreneurs employ for a consistent formula of success

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LIMRA INSIGHTS

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Limra: Life Insurance Awareness Month: Shine A Light For Clients

The need for life insurance has never been greater – or less utilized by American families. Life Insurance Awareness Month offers an opportunity for illumination of the critical importance of protecting loved ones.

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Survey: Health-Care Execs On Health Reform Impact

A survey of 249 California-based senior health-care executives by Adaptive Business Leaders (ABL) Organization, an executive networking and peeradvisory organization for health care, asked execut

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Defined Benefit Plans Setting The Wrong Records

Funding in 100 of the nation’s largest defined benefit pension plans decreased by $120 billion in July, according to Milliman. That news pushes the pension deficit to a record $533 billion, the wo

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Life Insurance Price Incentive

New approaches to life underwriting keep evolving. Aviva USA has joined the trend by taking what may be called an incentives approach to setting life insurance premiums. Under its Wellness for L

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Annuity Inflows Inch Up

The Depository Trust & Clearing Corporation (DTCC) Insurance & Retirement Services (I&RS) says that the annuity inflows it processed in May reached $7.5 billion, up by just over 1 percent from

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