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  1. Too Busy to Die

    Too Busy to Die

    The rich, famous and talented are too wrapped up in continuing to be rich, famous and talented to take time for mundane tasks such as estate planning. Here is how advisors can get their sophisticated clients to slow down enough to make the tough decisions.

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Sections

Life

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Surrendering or Selling Brings Tax Consequences

When clients surrender or sell their life insurance policies, it is important that they have an understanding of the tax results of their actions.

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For Life Insurers, Transformation and Talent Go Hand in Hand

An industry survey showed that life insurers need to accelerate the pace of change and innovation, but talent remains important to a company’s success.

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Annuities

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Advisors Not Talking Annuities, Even Though Clients Want Income

Research shows that consumers want a lifetime income, but only 28 percent of advisors are talking annuities.

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VAs Outlook: Worse Before It Gets Better

Variable annuities have long been hot sellers for agents, but times have changed. Regulations and other pressures have squeezed the VA market. But the products aren’t likely to disappear, analysts say.

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Health

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The 5 Biggest Myths and Hidden Truth About Disability and DI

Your clients may think disability happens to other people, but the odds of it occurring to them might surprise them into action.

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Financial

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The Gender Pay Gap Leads to The Gender Retirement Gap

Because of their lower salaries, glass ceilings and time taken from work for caregiving, women, on average, start retirement retirement with less money than men have, but they need more money to fund retirement than men do.

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LIMRA Insights

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Striking the Emotional Spark That Leads to Buying Short-Term DI

LIMRA found that the major challenge carriers face is how to connect with employees emotionally to inspire them to purchase short-term disability insurance.

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Business

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Don’t Make a $50 Million Mistake

No matter how long you’ve been in the business, keeping an open mind to new ideas can open new paths to grow your practice.

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