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2013 Tax Guide for Insurance Professionals

It’s tax time again. This brief Tax Guide addresses several key tax issues/changes that may affect your business, your clients, and the products you sell. Hopefully this ...
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Avoiding Dangerous Waters: Follow Best Practices When Using Professional Designations

Excerpts from the NAFA Principles for Use of Professional Designations, a principle paper published by NAFA’s Education Committee in 2013. In recent years, the number ...
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Achieve Business Rhythm 5 ways to Orchestrate Success

Does your company have a rhythm for growth? Rhythm, according to thefreedictionary.com is “any sequence of regularly recurring functions or events, such as the regular ...
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Find the “Nagging Concern” and Become Your Client’s Trusted Advisor

Breaking down the trust barrier is an issue you probably face on a daily basis. It is the reason why insurance agents, advisors, lawyers and others in consultative roles ...

State Roundup

The great majority of states have adjourned or are in recess for the 2011-2012 regular legislative session: as of today’s date, only South Carolina (11/12/2012), Pennsylvania ...
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Crank up the Summer Heat

Summer fever for most of us is very real. With the warm weather and kids out of school, it’s a perfect time of the year for taking time off to enjoy family and friends, ...

Message from the President

These are unprecedented times in America. The number of retirees is increasing exponentially year after year and seniors are living longer. There’s a continued volatile ...

No Pain, No Gain: How to Deliver Real Training that Drives More Sales

The word training may be the most abused term in our industry. A marketing organization offers a webinar on a new product or sales system and calls it training. A carrier ...