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By Lori Widmer |
October 1, 2011
For the consumer, it's all about added benefits. For agents selling in a tough economy, it's more about finding ways to attract and retain customers.
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By Laurence P. Greenberg |
October 1, 2011
Every client is unique, with different goals and changing circumstances. To develop a strategy for leaving a lasting legacy, advisors and their clients may benefit from consulting with an estate-planning or tax-planning expert
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By Laurence P. Greenberg |
September 20, 2011
Successful estate planning will transfer clients' assets to heirs and beneficiaries quickly, with minimal tax liability.
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By Gary Bhojwani |
August 29, 2011
Baby Boomers are increasingly becoming aware of the risk of shrinking assets. In fact, they fear this more than death.
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By Cathy Weatherford |
August 3, 2011
This year represents a watershed moment in terms of retirement planning, as the first of 79 million Baby Boomers inaugurate a nearly 20-year long Retirement Boom throughout America.
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By Staff Writer |
July 19, 2011
In January 2011, Agent Media Data partnered with the National Association for Fixed Annuities to survey licensed insurance professionals across the country about their experiences in the annuity market.
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By Laura Hahn |
July 19, 2011
If you could only see a portion of an artist's painting, would you be able to guess the story he or she was trying to tell?
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By Corey Walther |
July 5, 2011
There has been a lot of buzz lately about annuities, and rightly so.
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By Laura Hahn |
June 30, 2011
I remember hearing a salesperson say: "Get the money first and straighten out the details later." Money is in the details, so I struggled with this thought process then, and I still do today.
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By Chris Conklin |
June 1, 2011
The conventional wisdom, espoused by the popular financial press, is that people should invest the bulk of their retirement savings in mutual funds that invest in stocks and bonds.