Category Archives: Bersonal Posts

Become Mentally Stronger

Blogger Amy Morin has put together a wildly popular post covering 13 things about mentally strong people. Here are some of my favorites: (1) Don’t waste time feeling sorry for yourself. (2) Don’t let others control your feelings. (3) Embrace … Continue reading

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Do You Like What You Hear?

Last month I had a very interesting experience. I was asked to present at a Conference in Las Vegas on a topic that I am very familiar with. The topic was not what was important or interesting in this case. … Continue reading

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Estate and Tax Planning for 2014

The United States tax code and regulations are absurdly complicated. In 1939, the entire tax law was contained in 504 pages. The current tax law is nearly 74,000 pages in length! There is no professional advisor and no employee of … Continue reading

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Do You Want an Advantage?

For years our clients have been putting away money in their qualified plans as a tool for saving for retirement. The upfront tax deduction and the tax-free accumulation are the main reasons for doing this. Personally, I have a SEP … Continue reading

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Is divorce in your retirement plan?

Dear Blog Followers:   Below please find the most recent IALC blog post, “Is Divorce in Your Retirement Plan?”.  All of the IALC blog posts contain valuable information on a variety of insurance and annuity topics, so we encourage you to … Continue reading

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Can Public Seminars Still Work in 2014?

A fact of life for financial reps who do public seminars – seminars are on the decline as a client generating mechanism. Costs have gone up, attendance is down and the market is saturated with events. Notice however I stressed … Continue reading

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Want to Kill it in 2014? Use the Rule of 3 Things

BY Steve Tobak | I know, articles called “How to [fill in the blank] in [fill in the year]” are usually just useless generic fluff. Besides, New Year’s resolutions are dumb. All they end up doing is making you feel … Continue reading

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Because I Said I Would

As the year comes to a close it is always good to look back on where we were, how far we have come and where we are headed in the New Year. The answers may surprise you. For us it … Continue reading

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One Year Later

I am one of the lucky dads that gets to drop off my kids at school in the morning. It is such an amazing experience for me. My oldest is in 2nd grade and to see him sprint to the … Continue reading

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Are You in the Pension Business?

It is pension season again..time to revisit an old post…. For those of us who market in the Pension arena, we know that this is “Pension Season.” Small businesses throughout the country are making decisions on the current plans or … Continue reading

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