Issue: September 2017 See all issues

An interview with Jeremiah Desmarais Digital marketing is transforming the way advisors do business. But how do you get started? Jeremiah Desmarais has helped more than 100,000 agents see results in the digital marketing space. Jeremiah tells Publisher Paul Feldman how you can use digital marketing to see spectacular sales results.

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Signs of Life

LIMRA data shows that the life insurance market has stabilized since the economic tumult of the 2000s, but this Life Insurance Awareness Month finds companies and advisors cautiously stepping ahead.

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IN FRONT

Health Care Reform Could Still Be Alive While DOL Rule Could Be Dead

Health care reform may not be dead in Congress after all, and there could be some good news for the industry on the fiduciary rule front.

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LETTER FROM THE EDITOR

Inner peace is really annoying me.

It’s more the absence of it. And the radiance of those who appear to have it. OK, you found peace, fantastic for you, but must you gloat by glowing?

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LIFE

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The Right Life Insurance for Each Stage of the Business Cycle

All business owners go through a life cycle, and their life insurance needs change as the business grows and evolves.

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How Asking the Right Questions Resulted in a Big Case

A good referral, combined with matching up the right benefits for the prospect’s needs, led to a million-dollar sale. Knowing what questions to ask didn’t hurt either. Here’s how it all came together.

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ANNUITIES

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The Fate of FIAs Rests With DOL Rule Tweak

As part of its review of the Obama administration’s fiduciary rule, Department of Labor regulators are expected to consider returning fixed indexed annuities to a less-stringent exemption.

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Research Tools Helping Agents Comply With DOL Rules

New annuity research tools will help advisors demonstrate that their recommendations are in the best interest of clients.

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HEALTH

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How Much Critical Illness Coverage Is Enough for Workers?

Critical illness coverage offered through the workplace is significantly more affordable for employees than buying it on their own. How you can help your employer clients determine the right amount for their workers.

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FINANCIAL

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A Retirement Portfolio for Clients Who Can’t Retire

How does an advisor plan for the client who wants to work in retirement? Such a plan can improve the retirement outlook, but the pitfalls include unrealistic expectations.

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