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Latest Videos

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The Luck of the Game

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

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Longevity

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

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Changing Behavior

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

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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

Blog Message

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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Blog Message

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.

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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.

Read more >>

Webinars

MAR
21

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.


APR
09

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.


Additional events >>