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By Barry Taylor |
May 1, 2008
It may come as no surprise that we make assumptions about our clients' beliefs and goals without realizing we are doing so. One of the hardest things we must do is be objective and listen. It's easy to advise a client based on what we
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By Barry Taylor |
April 1, 2007
If you have been selling fixed index annuities for the past few years, you know they have been under scrutiny by regulators, broker-dealers, and attorneys. Perhaps the greatest danger that many agents face that sell FIAs is the possibility of a