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Issue: April 2019 See all issues

FEATURES

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‘It’s The Secret Sauce To Success’

It is all about alignment — and Peter Sheahan reveals how to find it.

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Dr. Insurance

How one successful DI agent found her calling by serving medical professionals.

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LIFE

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Who Gets The Life Insurance? Not The Ex-Spouse, States Say

A Supreme Court decision revoking a beneficiary designation due to divorce may have ramifications that advisors need to address.

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ANNUITIES

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How A DIA Contributes To A Successful Retirement

A study examined how much of a retiree’s nest egg should be invested into a longevity annuity to reduce the odds of running out of money in the later years of retirement.

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HEALTH

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Health Savings Accounts Are Part Of A Healthy Retirement

From their tax advantages to their investment potential, health savings accounts have a range of benefits to both workers and retirees.

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FINANCIAL

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More Than Math: Helping Clients Find Purpose In Planning

Those who are successful in their post-employment years are the ones who retire to something, instead of from something.

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BUSINESS

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It Was A Very Good Year: Buying Wine Without Breaking The Bank

Fine wine can be an expensive passion but there are ways to buy a quality vintage at a reasonable price.

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See all

‘It’s The Secret Sauce To Success’

It is all about alignment — and Peter Sheahan reveals how to find it.

Read Article →

IN THE FIELD

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Dr. Insurance

How one successful DI agent found her calling by serving medical professionals.

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LIMRA INSIGHTS

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Who Are Your Warm Annuity Prospects?

A poor engagement with an annuity prospect means a lost sales opportunity.

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MDRT INSIGHTS

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Address The Three Eroding Factors Of Wealth

Retirement planning is more than simply accumulating a target amount in an account balance.

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NAIFA INSIGHTS

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Why TV Commercials Are No Competition For Advisors

Even though clients can get product information from multiple sources, they still need advisors.

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