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Issue: May 2019 See all issues

FEATURES

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Even Superheroes Grow Old

How longevity is changing the role of insurance agents and financial advisors.

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Banking on Herself

Vanessa Bucklin grew her practice by relying on old-school ways and the relationship-building techniques she learned as a small-town banker.

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LIFE

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Life Insurance As The Bedrock Of Financial Discipline

Many clients will want to “get enough money together” before they execute any of these four financial disciplines. But they may be going about it backward.

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ANNUITIES

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How To Match An Annuity To A Retirement Need

Securing a reliable source of protected lifetime income is one way to help manage retirement risks and help clients alleviate a major retirement concern.

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HEALTH

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‘Emerging Benefits’ Is The Next Workplace Trend

An annual survey shows employees are looking at benefits that will help alleviate their financial stress as well as maintain their overall health.

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FINANCIAL

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Getting With The Plan: Why It’s More Than Just Investments

Investment planning and financial planning are often used interchangeably, but there’s a big difference between the two.

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BUSINESS

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How To Get The Royal Treatment From Flight Attendants

Show them courtesy and respect, and you may be surprised at what you receive in return.

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IN THE FIELD

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Banking on Herself

Vanessa Bucklin grew her practice by relying on old-school ways and the relationship-building techniques she learned as a small-town banker.

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LIMRA INSIGHTS

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The Factors That Put Women At A Disadvantage In Retirement

Women’s retirement challenges can translate into opportunity in serving this market.

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MDRT INSIGHTS

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It’s Never Too Early To Begin Estate Planning

Clients don’t like to talk about their own mortality or the possibility that they may be incapable of making decisions someday. Here is how you can ease them into the planning process.

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NAIFA INSIGHTS

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How To Be Your Client’s Financial Fitness Coach

Help clients identify what they need to address, what steps it will take to get there, and how to gain the discipline they need to achieve those goals.

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