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Latest Blog Posts

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Claim Retirement Victory with Guaranteed Income

With an Income Alpha strategy, it is possible to claim retirement victory for your clients.


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Why a Mind Shift is Key to Changing Your Behavior

If you want to change your practice, start by changing your mindset. Looking at things in a different way offers opportunities you might never have had otherwise


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Managing Client Expectations: Carrier Delays

During the pandemic, most carriers have functioned with minimal effect on service turn-around times. However, even with digital advancements, new challenges are affecting some carriers' ability to process business.




Understanding the LTC Planning Conversation

An extended care event is possibly the largest risk to a successful retirement, and now is the time to engage your clients in a plan.

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