Cares in the World: LT Care and the Wealthy
Aging, the great leveler. Wealth can protect you from a host of life’s cares (little troubles the slumber more than an empty...
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RIAs Have a Few Mistaken Ideas About Annuities
Traditionally, registered investment advisors have considered the insurance industry as a tribe existing beyond their city walls –...
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Advice on Earning Client Trust
How do you gain and maintain a client’s trust? Perhaps the answer seems obvious: by proving yourself trustworthy in all of your...
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Is it Time to Look at Emerging Markets?
Stocks go up, stocks go down – the inevitable truth of the markets. Right now, the US is the only hot developed market, with most...
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Getting to Know Them: The Key to Gaining Clients
A study conducted by the Financial Planning Association revealed an interesting tidbit: the better you know your clients, the...
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Why Are Americans Delaying Their Retirements?
Americans are increasingly prone to delaying their retirements – this fact is perhaps well known. People are said to be healthier...
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What Holds the Future? A Crystal Ball for Financial Advisors
Robo-advisors are set to destroy our businesses – the tech-mad, penny-pinching millennials insist on it. The Great Wealth Transfer...
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Siblings Can Save on Long-Term Care Insurance
For the past few weeks, we’ve been talking about innovations in the long-term care space. Long-term care coverage can be enormously...
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Transforming a Traditional Estate Plan into a Legacy
Responsible parties taking comfort in the fact that they’ve already gone the distance and created a traditional estate plan – a...
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Life Insurance: Getting It Just Right
How much life insurance does a client need? It’s bad enough to have too little, but the harm caused by having too much is sometimes...
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Small Business Owners and Retirement: Get Ready to Pass It On
Every small business owner needs a plan for passing the business on when they retire and whether or not they have such a plan in...
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Tips on Becoming a Master of Marketing
Our featured article offers nine solid tips to help busy businesspeople maximize their marketing efforts. Let’s jump right into it...
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Exotic Car Owners: Hot Potential Clients
What do you know about vintage and exotic cars? If you’re seeking to make inroads with high-net-worth individuals and sign them up...
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Financial Planning When Dealing with Dementia
The author of our featured article tells a personal tale of his father’s advancing senile dementia and how his family responded in...
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Life Insurance Policies: Are Two Better than One?
Most of us need only one life insurance policy to cover expenses and provide for dependents in the event of our death. There are...
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When Annuities Are Better than Bonds
Investors often look askance at annuities but as with many investment instruments, in the right time and place they can serve your...
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