Features
Becoming Tremendous
With Charlie "Tremendous" Jones
How insurance agent, Charlie "Tremendous" Jones, became one of the most popular motivational speakers in
the world.
[ read more ]
Advisor Roulette
Documentation can help protect agents from charges of unethically or illegally writing insurance and annuity cases for elderly clients.
[ read more ]
InFront
You Say EIA, I Say IA – Let's Call the Whole Thing…
Something Else
With so many names and acronyms for various types of annuities, even seasoned annuity professionals sometimes find them confusing. [ read more ]
Life
6 Degrees of Separation (From Their Money)
Clients can take advantage of favorable estate tax laws, but they have to get over certain money control issues. [ read more ]
What's the Best Age to Purchase Life Insurance?
Many clients will question when the best time to purchase a life policy is—there are a few key factors advisors should include in their reply.
[ read more ]
Annuities
Indexed Crediting Enigma
Some things make a natural match—but why low interest rates and new ways to credit indexed interest on indexed annuities remains a mystery to most. [ read more ]
Indexed Annuity Complaints Plummet
Research has revealed that the total 2011 indexed annuity investor complaints were the lowest in seven years—six-times lower than in 2007. [ read more ]
Health
Bitter Pill
After a provision of the PPACA goes into effect in 2013, insurance-based options can help employers stay in the drug benefits game.
[ read more ]
Financial
Unmarried + Unaware
There are many estate risks for live-in partners and they should consider ways of protecting one another, financially speaking.
[ read more ]
Business
How to Use Facebook Events to Attract
Facebook Events provides financial professionals a highly-effective tool for marketing and generating new business. [ read more ]
Perspectives
Life Insurance Apps on the Rise
In this exclusive interview, Lee Oliphant, president of MIG Group, discusses the recent increase in life insurance applications and what producers need to know about it. [ read more ]
Ask the Advanced Sales Doctor
Sales Advice by Dr. Csaba Sziklai
Are you in a rough patch where nothing is going right? The Sales Doctor has a prescription for that. [ read more ]
Magazine Departments
Past Magazine Issues
April 2012
Breaking into the ultra-wealthy market requires more than stories of past deals—see how top advisors really get there. [ read more ]
March 2012
Exclusive article tells the untold story behind why an advisor is now facing up to four years in prison for selling an annuity... [ read more ]
February 2012
Tax planning can scare clients—but it's a huge opportunity for advisors who know tax-advantaged products... [ read more ]
