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Issue: August 2016 See all issues

FEATURES

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Putting the Right Things First

Laura Stack shows executives and business owners how to stop squandering time and resources on the wrong things, and how to set the right things right.

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Finding Inspiration In The Wake Of Life’s Storms

How advisors take life’s events and use them to serve others

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LIFE

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Freedom From Estate Taxes Without Loss of Asset Control

Wealthy individuals who hate to lose control of their assets might change their minds if they knew of a way to have estate tax freedom combined with flexibility.

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ANNUITIES

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RMD Expertise Can Save Your Clients From Painful Tax Bite

Required minimum distributions from income annuities could yield a nasty surprise from the taxman. Here’s how you can avert any potential pain.

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How Creative Destruction Shapes the Fixed Annuity Market

Some wins and losses in the annuity space prove the theory of a famous economist back in 1942.

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HEALTH

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HRAs Help Small Businesses Preserve Benefits, Save Money

Here is how to set up a strategy that can be used as a funding mechanism to improve a standard health reimbursement arrangement.

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FINANCIAL

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Farmers, Ranchers Need a Special Breed of Retirement Planning

With the average farmer approaching retirement age, there is an opportunity for you to provide the special planning that farmers need to have the type of retirement they envision.

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BUSINESS

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Top 5 Reasons to Walk Away From a Client

Sometimes it’s just not worth holding on to a relationship that is not salvageable. Here are some scenarios when it’s all right to fire a client.

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Putting the Right Things First

Laura Stack shows executives and business owners how to stop squandering time and resources on the wrong things, and how to set the right things right.

Read Article →

LIMRA INSIGHTS

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Advisors Must Know How to Pivot Online to Serve Today’s Consumer

Face-to-face remains the preferred method for most consumers to buy life insurance. But online buying is appealing to many consumers, and its popularity will likely increase.

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MDRT INSIGHTS

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What to Do When Your Client Reaches ‘The Great Awakening’

Small-business owners who think that selling their business will fund their retirement may be in for a rude shock. Here is how you can set them straight.

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NAIFA INSIGHTS

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Four Ways to Ace Your Next Annuity Sale

The mere mention of the word “annuity” can send clients running for the door if the proper context isn’t established first.

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AMERICAN COLLEGE

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The DOL Rule: Lessons From the Ant and the Grasshopper

The Department of Labor is not trying to discredit the financial services industry with this rule. It is, instead, attempting to set specific parameters around the retirement advice provided to potentially vulnerable consumers.

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