potential solutions

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  Revealed: The 5 biggest barriers to retirement planning

  By Sam J. Friedman, Val Srinivas  |  March 7, 2013

  Americans know they need to plan for their golden years, but many fail to do so. Here are five reasons why.

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  Whatever happened in Massachusetts?

  By Steve LeBlanc  |  January 24, 2013

  The Bay State program helps patients with health problems but chases off doctors.

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  The future of distribution

  By Brian Anderson  |  November 1, 2012

  Younger clients expect to purchase life insurance in an entirely different fashion.

• Leader of the pack

  By Corey Dahl  |  September 1, 2012

  By setting up and managing a study group for local accountants and lawyers, Ray Johns has reaped new-found recognition, millions in referrals — and the grand prize in our “What’s Your Big Idea?” contest.

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  Ray Johns: Leader of the Pack

  By Corey Dahl  |  August 31, 2012

  By setting up and managing a study group for local accountants and lawyers, Ray Johns has reaped new-found recognition, millions in referrals — and the grand prize in our “What’s Your Big Idea?” contest.

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  How to Help Clients Maximize Income During Retirement Years with an Annuity

  By John Kennedy and Del Campbell  |  June 27, 2012

  RIAs may have viewed annuities as too expensive, complicated, tax-inefficient and lacking liquidity. In fact, annuities have evolved to include options able to maximize income during retirement years, while providing liquidity and tax efficiency.

• Annuity Alchemy

  By David Port  |  February 1, 2012

  Just like fine cuisine, annuities can be fused with other insurance elements, like long-term care insurance and hedging strategies.

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  Annuity Alchemy

  By David Port  |  November 28, 2011

  Just like fine cuisine, annuities can be fused with other insurance elements, like long-term care insurance and hedging strategies.

• 5 Steps to Increase MA Sales by Becoming a Consultant

  By Gerald F. Ventolo  |  March 16, 2010

  The future role of the Medicare Advantage agent is being questioned by many. The media and some government regulators continue to highlight the actions of a few non-compliant agents.