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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 ...
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10 Killer Ideas For Financial Advisor Websites

Several years ago, my good friend was in the market for a creative, trustworthy baker who could create a cake for her wedding. For those of you that are married or have ...

Indexed Annuities: Back to the Basics

For years, indexed annuities have provided a strong value proposition to those saving for retirement: guaranteed safety of principal while having the ability to earn limited ...

Statistical Shift Studies Show Boomers Are Replacing Spending with Saving

Over the thirty years leading up to the 2008 financial crisis, our national savings rate dropped steadily as usage of consumer credit increased and our populations’ positive ...

Fast Annuity Facts

Fixed Annuity Complaints from Consumers Remain Low Milwaukee, WI (January 9, 2012) – Updated statistics released by the National Association of Insurance Commissioners ...

Fixed Annuity Trends Experts Reveal Optimism

The last time bond yields were this low was 1958, which explains why both fixed rate annuity yields and fixed index annuity caps are lower than ever. What effect has this ...