Up Front
More than twice as many retirees as last year report being worried about their financial situation and many are cutting spending or hiring financial professionals as a result....
That's Life
Some might compare the years in our lives to the seasons in a calendar year. Financial advisors can help their clients build financial plans based on these important years of their lives....
Coach's Corner
There was a time when I could actually do a standing back flip....
LTCI Insider
I work with many prospects who can afford to self-insure. Do you have a close to recommend that works in those situations?...
Annuity Advisor
Buying a fixed annuity is a virtuous decision....
Marketing Playbook
Here are a few more of the traps your senior clients may find themselves in without the benefit of your financial guidance and counsel, and the ways to fix them....
Practice Management
Multiple priorities consume our time--too much time....
Ethics in Action
"Mistakes."...
The Motivated Seller
Which do you think would be harder to train, a cat or a salesperson?...
The Close
President Obama has stated that health care is a ticking time bomb....