| Annuities |
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Two Tier Annuities: Good or Bad |
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| by Roccy DeFrancesco |
| A "two-tier" annuity can be very attractive to your clients. They can also be a legal nightmare for the agent who fails to educate the client about them fully and document his actions in doing so. | |
| Education |
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The Foundation of Your Roadmap to Success |
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| by Rob Brown |
| Building a simple approach into your practice will lead to sustained success! But, you have to start by asking yourself some questions about who you are and what you're trying to achieve! Spend some time developing the roadmap and watch your practice thrive! | |
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| Employee Benefits |
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Time to Rethink How Health Insurance Is Sold |
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| by Pete Campoli |
| Very few companies - even Fortune 500 employers - can say they pay 100 percent of medical insurance costs for their employees and their families. But your clients can. | |
| Estate Planning |
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A Tale of Life Settlements |
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| by David Goodwin |
| A life settlement is the sale of an existing life policy at a discounted price. The seller may not want to keep the policy or may prefer to get cash right away. | |
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| Investments |
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Investing with Protection, Part 1 |
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| by Roccy DeFrancesco |
| In Part 1 of this 2 Part series, we'll lay out the problems with traditional investments and open your eyes to the fact that what you and your clients have been doing for years has cost you both a significant amount of money. | |
| Life Insurance |
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Be Prepared for Your Tough Cases |
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| by Robert Rudner |
| You cannot be shy when asking for medical information from the client. Missing relevant data will only hurt your case with the underwriter and create more work for you. | |
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| Long Term Care |
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Medicaid/Long Term Care Planning |
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| by Roccy DeFrancesco |
| The topic of long term care is one that grows in importance every year as this country's baby boomers get closer to retirement age. This article discusses Medicaid Planning and how you can use it to your client's advantage. | |
| Property and Casualty |
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The Future for Finite Risk Reinsurance |
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| by Andrew Barile |
| Due to recent insurance industry investigations, finite reinsurance transactions have been under a microscope, which creates the need to reexamine this reinsurance product and determine its role in the future. | |
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| Retirement Planning |
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Now Is the Time: Make 401(k) Advice a Priority |
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| by Michael Scarborough |
| The following article highlights the existing forms of advice and helps plan sponsors and financial professionals better understand how these forms of advice can help. | |
| Sales and Marketing |
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Attract or Pursue? You Choose |
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| by Michael Beck |
| Whether you're building a territory or a book of business, a big key to success is finding prospects, or more accurately, finding the right prospects. The question is whether you're pursuing or attracting your prospects. Both methods work, but attracting prospects is so much more fun and results in meeting with many more of your ideal prospects, rather than having to settle for whoever you can find. | |
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