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Great news: Court vacates Rule 151A on July 12, 2010
By Kim O’Brien
Featured Expert: Annuity Trends
This article provides the latest news on Rule 151A.

| 5 comments on this Article | More in Insurance Planning |

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Why this attorney likes VAs
By Katherine Vessenes
Featured Expert: Sales and Marketing Practice Management
There is a great product that could help provide investors with a guaranteed income in retirement and allow them to have equities in their portfolio. This product gives retirees a steady stream of income they can never outlive. The problem is, man...

| 1 comment on this Article | More in Sales and Marketing |

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The estate planning process
By Connie J. Fontaine
This article discusses the various stages of the estate planning process in detail, and explains the critical information that must be obtained from the estate owner during the process.

| No comments on this Article | More in Estate Planning |

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Selling the "cost" of long term care insurance
By Thomas Riekse, Jr
Featured Expert: Elder Care Planning and Baby Boomers
When discussing long term care insurance (LTCI) planning, there are realistic premium outlays that it doesn't make much sense to exceed. This article explains that there are better alternatives than focusing on premiums.

| 1 comment on this Article | More in Elder Care |

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Driving results after the client says "yes"
By Carl "Skip" Rapp
Featured Expert: Estate Planning trust Services
How can advisors effectively and efficiently position themselves to drive results after the client says "yes"? You may be surprised to know that you have more influence over the situation than you think. It starts with looking at how you make refe...

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How to create value for your professional clients
By Michael Lovas
Featured Expert: Sales and Marketing and the Economy
Are you really creating value for your professional clients, or merely claiming to?

| 1 comment on this Article | More in Investing |

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Annuities: More popular than you think
By Chris Conklin
Featured Expert: Investing and Income Planning
How popular are annuities relative to bank products? More popular than you think!

| No comments on this Article | More in Income Planning |

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Three levels of business succession planning
By Julius Giarmarco, Esq.
Featured Expert: Annuities in Estate Planning
This systematic approach to explaining business succession planning will help business owners understand techniques to use that will help ensure the continuation of their family-owned business.

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How to use questions to sell financial services
By Michael Lovas
Featured Expert: Sales and Marketing and the Economy
This article explains how a producer's ability to ask the right questions at the right time determines the degree of receptivity he or she get from his or her prospects.

| 1 comment on this Article | More in Investing |

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Discard old investing methods and go after the best new ways to build wealth
By Don Wilkinson
Featured Expert: Investment Management Trends
Old strategies of investing (mutual funds) are giving way to newer approaches (unified managed accounts) for client wealth building.

| 1 comment on this Article | More in Investing |