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Senior Market Advisor
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5/15/2013 12:30:00 PM
History tends to repeat itself repeat itself.
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Senior Market Advisor
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5/13/2013 11:57:00 AM
Two-fifths do not know that credit card issuers (40%) and mortgage lenders (42%) use credit scores in decisions about credit availability and pricing.
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Senior Market Advisor
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5/15/2013 12:29:00 PM
Perhaps America’s biggest soccer fan died while promoting the sport.
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Senior Market Advisor
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5/13/2013 11:04:00 AM
People should be prepared to spend approximately 30 percent of their income on health care expenses in retirement, 10 percent more than most people polled in a new survey anticipate spending.
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Senior Market Advisor
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5/15/2013 9:00:00 AM
Creativity is the key to crafting a memorable client event, says advisor Alicia Lewis.
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Senior Market Advisor
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5/10/2013 11:23:00 AM
You're already coping with change by adding life and disability products. What about purchasing programs?
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Senior Market Advisor
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5/15/2013 9:00:00 AM
Social Security and the basics of investing are two of the topics that advisor Jane Young teaches in her popular "fireside chat" seminars.
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Senior Market Advisor
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5/10/2013 11:23:00 AM
Workers reveal the top five resources they would look to in the event of a disability. Many will rely on the kindness of bankers.
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Senior Market Advisor
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5/15/2013 9:00:00 AM
Advisor Sean Lee hasn’t done a seminar in six years — and his practice has never been more fruitful.
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Senior Market Advisor
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5/10/2013 10:57:00 AM
Besides being a literary masterpiece and the subject of a new film, "The Great Gatsby" also offers valuable life lessons for salespeople and managers.
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Senior Market Advisor
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5/15/2013 8:52:00 AM
Too many agents run to the next “shiny thing” in sales. But is that how they should build their business?
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Senior Market Advisor
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5/10/2013 9:46:00 AM
The Federal Reserve now monitors a wide-range of financial institutions that could hasten another financial crisis, Chairman Ben Bernanke said Friday.
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Senior Market Advisor
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5/14/2013 12:02:00 PM
One prominent financial advisor who was once against selling an annuity has come around to the benefits of the product.
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Senior Market Advisor
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5/10/2013 9:38:00 AM
Addressing concerns and keeping the conversation simple can help you conquer client objections.
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Senior Market Advisor
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5/14/2013 11:13:00 AM
The report notes that total new premium for life combination products reached $2.4 billion in 2012, representing 11 percent of total individual life insurance new premium. More than 86,000 combination policies were sold in 2012, an increase of 19 percent compared with 2011 results.
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Senior Market Advisor
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5/9/2013 1:06:00 PM
The conflict is between the capital standards set under Dodd-Frank and the minimum floor set by the Collins Amendment.
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Senior Market Advisor
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5/14/2013 11:00:00 AM
The research found that few (12 percent) are “very optimistic” that they will have enough money to live on when they are retired.
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Senior Market Advisor
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5/9/2013 10:50:00 AM
The agency is asking states to decide by Friday whether they want to drop their plans.
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Senior Market Advisor
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5/14/2013 10:02:00 AM
With health care reforms taking root, employers increasingly are turning to medical discount cards as a way to boost benefits and employee spirits without hurting their bottom lines.
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Senior Market Advisor
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5/9/2013 1:00:00 AM
Build a great business by studying these vital principles.
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Senior Market Advisor
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5/14/2013 12:07:00 AM
Lacking both life insurance and adequate retirement funds, how should baby boomers prioritize? With indexed universal life, they don’t have to.
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In the aftermath of Sandy, many businesses have realized just how sensitive supply chains can be to unforeseen events, says Joseph Galanti, managing director with Alvarez & Marsal Global Forensic and Dispute Services, particularly those businesses...
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Senior Market Advisor
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5/13/2013 1:47:00 PM
The new law would also impose stricter criteria when recommending an exchange or replacement of an annuity.
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Senior Market Advisor
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5/8/2013 12:21:00 PM
Men and women have similar expectations and attitudes towards retirement according to a recent EBRI survey.
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Senior Market Advisor
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5/13/2013 1:21:00 PM
Joseph Caramadre is trying to change his plea back to not guilty, arguing he was pressured to plead guilty by his lawyers.
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Senior Market Advisor
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5/8/2013 11:29:00 AM
Some people really do end up needing their LTCI policies. What then?
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