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Latest Videos


The Luck of the Game

It’s almost sinister to compare retirement to a game – but it is. You want to win.



Help your clients make the best decision to take longevity risks off the table. 


Changing Behavior

With the new year already in full go, Mike gives his thoughts on how you can change your marketing strategy for 2019.


Retirement Trends For 2019

2019 is barreling down upon us. Forecasts are being projected. Goals are being proclaimed. Trends are being set – even in the retirement industry.

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Latest Blog Posts

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Like a Good Wine, It's Complex

Take all contingencies into consideration when you are developing retirement income strategies. It could mean the difference between a sweet, robust retirement… and vinegar.


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The 3 Questions You Need to Start Every DI Conversation

The hardest part of the disability insurance conversation isn’t the products. Or prices. It’s getting started.


Blog Message

End of Game Toughness

Take the stress out of your client’s end of game decisions. Focus on planning, preparing and putting the client is a position to win today.




Asking Better Questions | Incorporating Fundamentals of Financial Therapy

Learn how to ask the right questions that lead to uncovering client expectations and build a successful book of business.


Discussing Disability

Most clients will think “it won’t happen to me.” But that’s why you’re an advisor and a planner – to protect your clients financial futures – no matter what happens.

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