Special Edition

  • Stop Selling and Start Making Client-Partners Stop Selling and Start Making Client-Partners

    ... and create raving fans in the process

    by Dave Vick

    I’ve found that most agents in the financial services industry are “compulsive presenters.” They believe if they beat prospects up with a bunch of information about how great index annuities are, the prospect will see the error of their ways and gladly place all their money into an annuity. Nothing could be further from the truth. read more
  • TrumpCare: Is This a Health Care Bill or a Tax Bill? TrumpCare: Is This a Health Care Bill or a Tax Bill?

    AHCA is shaping up to have just as big of an impact on our taxes, if not more, than on the way we care for our health

    by Leon C. LaBrecque, JD, CPA, CFP™, CFA

    he long-awaited GOP legislative response to “Obamacare” has finally arrived. Originally on March 6, 2017, House Energy and Ways And Means Committees introduced the American Health Care Act (AHCA) as a replacement to the Affordable Care Act (“Obamacare”). read more
  • GOP Advances ‘American Health Care Act’ as ACA ‘Replacement’ GOP Advances ‘American Health Care Act’ as ACA ‘Replacement’

    Subsidies replaced with tax credits; Medicaid expanded; Mandates removed; Planned Parenthood defunded

    by PE Kelley

    Republican lawmakers unveiled their plan to replace the Affordable Care Act, Obamacare, Monday, finally making good on a seven year promise to provide an alternative. Enter The American Healthcare Act. read more
  • First Takes on U.S. Election Results and Impact on Financial Services Industry First Takes on U.S. Election Results and Impact on Financial Services Industry

    Global Research firm Aite Group offers a Comprehensive Response

    Boston, November 9, 2016 - In the wake of last night’s U.S. election outcome, Aite Group analysts consider what the Trump presidency will likely mean for the financial services industry. read more
  • The Keys To Building Strong Relationships The Keys To Building Strong Relationships

    Manage expectations and choose the right communication approach

    by Kevin G. Hill ChFC®, CLTC, AIF®

    We have all been taught that communication is fundamental for a strong, successful relationship. As simple as this concept may initially seem, relationships can quickly become tested due to differing expectations and communication styles read more
  • Glory Days Glory Days

    Athletic performance under pressure, a winning attitude and keeping an eye on the goal are traits that carry well into your career

    by Gregory J. McLaughlin, MS, CFP®

    Does having the opportunity to reflect on a game winning shot, goal, homerun or touchdown make you more likely to succeed in your financial life? read more
  • Why Aren’t You Targeting Foreign National Prospects? Why Aren’t You Targeting Foreign National Prospects?

    ... and leveraging an inexhaustible pipeline of clients with 'need, urgency & means'

    by Allan D. Gersten, CLU, ChFC, CFP

    Everyone in the life insurance business knows there are attractive opportunities in the Foreign Nationals market. But it isn’t just the size of this market, which continues to grow, that makes it so attractive... its prospects have what every advisors dreams about: need, urgency, and means. read more
  • Population Health Management: Essential for Helping Clients Control Healthcare Costs Population Health Management: Essential for Helping Clients Control Healthcare Costs

    A new, key strategy for lowering the total cost of health care

    by Michael Jordan

    Implementing an effective care management program offers employers the best solution to rein in healthcare costs. read more
  • How Employers are Responding to ACA Challenges How Employers are Responding to ACA Challenges

    And how advisors are stepping up and guiding their clients through an entirely new benefits challenge

    by Gene Lanzoni

    Requirements of the Affordable Care Act (ACA) continue to have significant effects on employers as they work to fund and deliver employee benefits programs that balance the needs of their businesses and their workforces. read more
  • Octogenarians Define a Successful Retirement Octogenarians Define a Successful Retirement

    For retirees 80+ more than half were not expecting to live as long as they have

    We have all heard the saying, “listen to your elders.” In this case, we hope younger generations listen closely to what octogenarians report about how they planned for retirement and how this planning worked for them once they got there. read more