The Most Popular Objections

If your clients best interest is always at hand; as a financial advisor,  you want to help your ...

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FIG 2016 Incentive Trip

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The risk of spending your retirement savings

  The risks of spending your retirement savings By David Ning 21 hours ago This article touches on the sequence of returns and the risks they can pose in the ...

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Annuity Ruling Could Spark a Chain Reaction

This news on the Treasury Department’s final ruling for DIA’s is noteworthy. And this 2nd article is on the effects in the market place are a must read! The Treasury ...

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Treasury Issues Ruling on Longevity Annuities

Treasury Issues Ruling on Longevity Annuities By Daniel Williams  July 1, 2014   Good news on the retirement front. Today, the U.S. Department of the Treasury and the Internal Revenue ...

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LISA

Cutting Edge Technology – We Help Invent It! Financial Independence Group, one of the nation’s leading independently owned marketing organizations, has launched the first electronic iPad app for purchasing annuities. ...

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Inherited IRAs Lose Bankruptcy Protection

What do you think on the Supreme Courts ruling on Thursday, that inherited IRAs are not protected under bankruptcy? The ruling did not specify that all inherited IRAs were not ...

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Locking in Your Gains for Lifetime Income

       Here’s a great article, “Locking in Your Gains for Lifetime Income,” by Cal Burgess posted on Producersweb.com.        It discusses why lifetime income and the products that generate it, ...

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Achieve Your Full Potential

Credit for this goes to Steve R. Nucci of Tom James Clothing Company. This was shared to me via my brother and had to pass it on. Too good not ...

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Why 97% of Advisors DON’T Get Referrals from CPAs

Forming an alliance with a CPA is probably the most sought after yet misunderstood business strategy in the entire financial industry.  CPA referrals are often looked at as the Holy ...

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