Category Archives: Bersonal Posts

I am a big fan of Amy McIlwain. She is a real guru when it comes to using Social Media as a part of our practices. Here is her latest piece – I hope you find it helpful. RE- POSTED FROM … Continue reading →

It is often said that the biggest fear that most people have is the fear of public speaking. The Seinfeld joke is that at a funeral most people would rather be in the coffin than giving the eulogy. But, if … Continue reading →

 A Guest Article Written by Harold Goldman of Financial Safety Net Insurance agents and financial professionals can no longer rely solely on traditional push marketing techniques to capture the attention of prospects or deepen their relationships with current clients. The … Continue reading →

We have all seen it. The big advertisement from Fisher Investments “I Hate Annuities and You Should Too!” – Ken Fisher is making a splash with this but as is typical with this kind of promo his “Special Report” is … Continue reading →

This is a great opportunity so don’t miss out! We know that keeping in front of your client is one of the most key elements to the success of your business.  Your clients want to know that you are available, … Continue reading →

REPOSTED FROM -MARKETWATCH – MARCH 4, 2014 How much can I afford to spend in retirement? For all but the wealthiest, that’s the big question. For guidance, many retirees rely on the so-called 4% rule, which says you can withdraw … Continue reading →

It is a growing concern among consumers that long term care premiums will be increased every year or two. Recent articles posted on Forbes, and other financial websites, could easily be distorted to support that theory. “It’s understandable and unfortunate … Continue reading →

We have been talking with reps a lot about their younger clients and what is the right approach. The increased amount of youth born in the period of 1979-1994, known as Generation Y, today has gotten to the point where some of … Continue reading →

I just saw a really cool movie called “About Time.” It was not a big block buster so you may not have heard of it. The premise is that our hero discovers he can travel in time and change what happens … Continue reading →

Premiums for “qualified” long-term care insurance policies (see explanation below) are tax-deductible to the extent that they, along with other unreimbursed medical expenses (including Medicare premiums), exceed a certain percentage of the insured’s adjusted gross income. These premiums — what … Continue reading →