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Sisters Find Their Way Home

Two sisters in small-town Pennsylvania come back to the family agency to lead it into the post-captive agency era.

August 2018 |  Read Article

Mine Your Own Experience for Sales Gold

Focusing on ‘Why’ can inspire consumers to take action.

August 2018 |  Read Article

Reaching Retirement Alpha

An interview with Tom Hegna Tom Hegna built a career on creating happy retirements for clients. In this interview with Publisher Paul Feldman, Hegna explains why an advisor who claims to uphold the highest standard of care but ignores annuities is doing a disservice to clients.

August 2018 |  Read Article

Hall of Fame, Fall of Shame

The biggest sports stars are known for drawing large crowds inside the arena and living large outside it. Here are stories of how young athletes coped with sudden, massive wealth.

July 2018 |  Read Article

How to Make Your Clients Retire Happy

Tom Hegna is on a mission to help save retirement, and he wants you to warn clients of their retirement risks. Hegna, the industry’s leading retirement expert, tells Publisher Paul Feldman that advisors who are not talking about insurance to protect their clients’ retirement are not looking after their clients’ best interests.

July 2018 |  Read Article

Post-DOL Ignition

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

June 2018 |  Read Article

How to Turn Non-Agents Into Super Sellers

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

June 2018 |  Read Article

Dissed by Disinheritance: When Estate Planning Hurts the Ones They Love

Being the offspring of a wealthy person doesn’t guarantee you an inheritance. We take a look at rich parents who disinherited the children and why.

May 2018 |  Read Article

Can He Make Insurance Cool?

Patrick Bet-David is doing what insurance companies cannot … he is attracting Gen-Xers and Millennials into the industry

May 2018 |  Read Article

Don’t Look Now… Fiduciary’s Coming

The DOL rule may be paused, but it’s still a go for SEC, states, NAIC — and the DOL, again.

April 2018 |  Read Article

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