NEWS
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Industry Articles
- Long-Term Care Navigation, for Agents
The rapids are getting closer. You can steer clients around them. - How 8 Small-Talk Questions Can Reveal Potential Clients
You meet people all the time. You make polite conversation. What can you learn? - How to Help Clients Who Lose Jobs in Their 50s
These clients have important financial decisions to make around retirement planning, health coverage and stock-based. - The Importance of Family in the Sales Process
It takes a village to raise a child. Why not sell to the village? - 2022: The Year Consumers Discover Annuities
Reality could be a good marketing partner. - Annual Client Reviews Work
Your clients' bodies get checkups. Why not their finances? - What to Expect for Social Security in 2022
Experts Jamie Hopkins, Marcia Mantell and Nancy Altman weigh in on what lies ahead for the retirement benefits program. - Washington State Delays Long-Term Care Program Launch
The governor says the delay will give lawmakers time to improve the program. - How Your Clients Can Pick the Right Long-Term Care Facilities
To understand what you're getting, you need to know what to look for. - The Case for Fixed Indexed Annuities
An advocate for the products explains why he believes your clients need them. - 22 Annuity Uses for 2022
Annuities can't cook a potato, but they can do many other things. - The U.S. Life Insurance Gap
The author looks at why the people who need life insurance the most are the least likely to buy it. Read the article. - Google Reviews Are the New Client Referrals: Samantha Russell
The SEC's new ad rule creates more opportunities for advisors to build trust on the search platform, she says. - How to Help Married Couples Maximize Social Security
With two different Social Security benefits available, calculate the optimal time for each spouse to claim.
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