Recent Articles
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As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.
We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what...
It doesn’t take an actuary to know today’s market is in a volatile tumble. The social distancing protocol of the...
Today's IUL is very different - in design and use - from many of the UL products of the past. But a recent Wall Street...
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I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free...
In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...
There’s been a lot of chatter lately (particularly from whole life producers) about the effectiveness of AG 49. Most of...
We bet it’s the most common objection you hear: IUL is an expensive way to save. You’ll hear it from prospects who did...
Nearly all Americans believe a myth. Every time savers look at their IRAs, they take part in the Great American Savings...
We all agree financial professionals should get paid for their work. But our industry is torn over how we get paid....