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Measured Up: Defining Key Metrics for Retirement Success

Peter Drucker, hailed by BusinessWeek as “The man who invented management,” once said, “What gets measured gets managed.” While he certainly meant this in the context ...
GoGo Years

The 3 Distinct Phases of Retirement

Most of our clients don’t normally wake up and think, “Hmmm, I think I’ll purchase some long-term care insurance today.” It’s just not on the top of everyone’s ...
Where's the risk

Annuity Advertising

Where’s the Risk Today? We know the value a fixed annuity product can add to a well-rounded retirement portfolio. Annuities are gaining national attention and acceptance ...
Passion

Passion as a Strategy for Your Business

Many people launch a business around an idea that excites them at the time or may seem like a lucrative opportunity. Yet, all too often they seem to lose interest when they ...
7 ways to create

7 Ways to Create a P.U.R.E. Presence Online

The Internet never sleeps, and having an online presence gives your business a virtual 24-hour showroom. It allows potential customers from near and far to research your ...
Top 10

The Top 10 Reasons Consumers Love Income Riders

David Letterman recently retired after over 30 years on television and over 6,000 shows. During his late-night comedy career, he brought entertainment innovation, creativity ...
Questions

4 Questions to Ask When You Lose a Sale

This article originally appeared on RainToday When you don’t win a sale or a client leaves you for a competitor, it’s tempting to put the whole thing behind you and ...
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Reliance Standard Life Selects iPipeline AFFIRM for Annuities to Automate Advisor and Agent Selling Process

Order-Entry Solution Provides Customized Workflows and Reviews to Support FINRA, SEC and State Compliance iPipeline® – a leading provider of cloud-based software solutions ...
Writing on the Wall

The Writing’s on the Wall: It’s Time For AnnuRetirement

With Americans facing the growing challenge of successfully planning for retirement, the need for annuities in financial portfolios has never been greater. At the same time, ...
Awkward

Awkward Networking Moments

In a networking environment – or perhaps at any event or party where there are others mingling around – sticky situations can arise. Here are some common potentially ...