Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
June 16, 2010
It Only Takes One...You read all the time about the importance of sending multiple email blasts a month. Keeping in contact with your prospects, experts say, will help ...
June 14, 2010
Ten rules of engagement for advisorsDo your homework on the prospect and understand their profile and business.
June 09, 2010
Is your game perfect?A perfect game is defined by Major League Baseball as a game in which a pitcher (or combination of pitchers) pitches a victory that lasts a minimum of nine innings and in which no opposing player reaches base.
April 20, 2010
Definition of Character: The Challenge Faced by Reps Trying to Do the Right ThingHere's an exchange I recently had with an independent registered rep, who's a friend of mine. I hope you'll find this as enlightening as I...
January 01, 2010
2010 fixed indexed annuity source listView the expanded 2010 fixed indexed annuity source list.
December 31, 2009
2010 fixed indexed annuity source listView the expanded 2010 fixed indexed annuity source list.
August 31, 2009
How to train cats and salespeopleWhich do you think would be harder to train, a cat or a salesperson?
July 19, 2009
Documenting Suitability Is Crucial For AgentsAgents know they need to make their recommendations suitable for all consumers, but especially for seniors.
May 04, 2009
Knowledge is the key to successBill Ford of Privately Held Insurance in Warner Robins, Ga. submit the following Top 10 list via LinkedIn.
March 17, 2009
Aflac Lowers MinimumAn insurer is easing requirements for small worksite short-term disability groups.