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New Book Provides Fresh Concept for Sales Effectiveness

After working in the sales industry for many years as a sales professional and a national sales trainer, JD Clockadale started noticing an alarming trend. Sales professionals ...
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 ...
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 ...
What Did I forget 2

What Did I Forget? “The Problem”

If I can’t seem to find something, I Google it. If I can’t find my way, I can ask Siri, Garmin or my friend OnStar. I don’t need my briefcase; I have my Notebook or ...
Upton article

BUILD YOUR BUSINESS FOR BUYOUT APPEAL AND LEAVE A LASTING LEGACY

Let’s face it, nothing is forever. One day you will retire, and you’ll want to leave behind a legacy. Whether that involves an outright acquisition of your business ...
Engaging the next generation

PASS THE DIGITAL TORCH WHILE

ENGAGING THE Next Generation As a seasoned financial professional who has grown a successful business, you’ve seen consumer marketing trends come and go, and through ...
Maselli, Bond article

The Bond-Zombie Apocalypse

It’s often said that experience is the best teacher. But if you can learn from someone else’s experience, the tuition is often a lot cheaper, and in this case, far less ...
Lowell part 2

Explaining and Measuring Return

FROM AN INCOME ANNUITY PART TWO In this final article of a two-part series, we’ll discuss quantifying the value of an income annuity by comparing it to more common investment ...
compliance and suitability

Embrace Compliance and Suitability with Modern Technology

In 1934 under the Franklin D. Roosevelt administration, the Securities and Exchange Commission (SEC) was established to enforce federal securities laws and regulate the ...
capitol

What’s Impacting Your Business On Capitol Hill?

Without a crystal ball, the future is hard to predict. We can, however, prepare to the best of our ability and maintain resilience no matter what lies on the horizon. Today’s ...