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Issue: May 2013 See all issues

FEATURES

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Top Gun Secrets (That Every Advisor Must Know)

A military fighter pilot turned motivational speaker, Rob “Waldo” Waldman has taken the lessons he learned from flying an F-16 jet in combat and is sharing them with the business world. In this interview with InsuranceNewsNet Publisher Paul Feldman, Waldman describes why you need to surround yourself with “wingmen” who will help you to reach new heights in your career and your life.

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Estate Planning Failures Of The Rich And Famous - Part V

From Ray Charles to Ted Williams, our annual roundup of folks who achieved fame and fortune during their lifetimes, yet left behind a mess for their loved ones after their deaths.

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LETTER FROM THE EDITOR

Mission First

When you strapped yourself into your car this morning, you were going to work. But how about if you were on a mission?

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LIFE

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Buy-Sell Planning Vaults Higher Estate Tax Bar

The higher estate tax exemption removed one need for life insurance, but advisors have another opportunity to help protect business owners.

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Advisors Invade D.C. In Stealthy Springtime Strike

NAIFA and other insurance organizations are making a special push to educate lawmakers and the public on the vital role played by the products its members sell.

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ANNUITIES

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When Pensions End, Advisor Opportunity Begins

Defined benefit plans are dialing down, and opening up a market for annuities.

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Advisors Can Net Big Business From $21 Trillion Protection Gap

Some studies confirm that consumers know they need what annuities do, but still do not want to buy them.

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HEALTH

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Will ACA Navigator Rule Wash Out Agents?

Helping the consumers to find their way through the health care maze will be a massive job. Who will fill the role of navigator?

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FINANCIAL

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Tax Law Offers Faster Connection For Clients' Roth Conversion

The latest spur for Roth conversions came from ATRA, which allows for a conversion without a requirement for a distributable event.

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BUSINESS

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Volunteering Pays Well

The latest spur for Roth conversions came from ATRA, which allows for a conversion without a requirement for a distributable event.

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See all

Top Gun Secrets (That Every Advisor Must Know)

A military fighter pilot turned motivational speaker, Rob “Waldo” Waldman has taken the lessons he learned from flying an F-16 jet in combat and is sharing them with the business world. In this interview with InsuranceNewsNet Publisher Paul Feldman, Waldman describes why you need to surround yourself with “wingmen” who will help you to reach new heights in your career and your life.

Read Article →

THE LAST WORD

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How To Hire A Hero

Our nation’s veterans can provide a new talent pool of determined and mission-minded individuals for new careers in the financial services industry.

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LIMRA INSIGHTS

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Limra: Employers' Aca Uncertainty Leads To Lack Of Planning

The Affordable Care Act provides an opportunity for carriers to help guide employers through a changing health insurance landscape.

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MDRT INSIGHTS

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Gratifying New Estate Tax Law

Changes in the estate tax law make this the perfect time to help your clients create or amend their plans.

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NAIFA INSIGHTS

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Studying For Success

Spending time in a study group will pay off in increased earnings.

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