Features

Life Sales Strategies

Were you born to sell?

Most salespeople become successful not because they were born to it, but because they learned how to sell.

Life Planning Strategies

Estate tax portability: weighing the drawbacks

Three years into the era of portability, many planners are recognizing potential drawbacks to this tactic.

Life Planning Strategies

Why Social Security planning can’t be ignored by advisors

Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability...

News & Analysis

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Opinion

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Related resources

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Nichole Morford

Nichole Morford
Managing Editor

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