Original article by Jane Bennett Clark. Scenario 1: Your path to retirement is wide, gently sloped, paved with good intentions and free of potholes–including market declines, job loss and health problems. Scenario 2: Your path to retirement is steep, littered with obstacles and fraught with perils, including procrastination and the temptation to raid your accounts [...]
Fidelity & Guaranty Life Field Notice: Annuity Product & Comp Changes effective July 1st, 2012
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The Neasham Effect — Addressing The Challenges Created By Cognitive Changes In Seniors
Listen as Jack Marrion discusses selling in a market where an increasing number of seniors face cognitive changes. Jack Marrion is president of a research consultancy that publishes the Index Compendium newsletter, the consumer education materials of Safe Money Places and the Advantage Compendium research studies. He is frequently referenced by regulators and in SEC [...]
Online Marketing with Confidence, Compliance, and Convenience
Listen as Matthew Halloran, one of the Top Advisor Coaches in the financial services industry, uncovers how producers can use social media and digital marketing to grow their businesses confidently, compliantly and conveniently. As one of the Top Advisor Coaches in the nation, MattĀ understands that producers want to use social media, but have concerns [...]