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"long term care"

    Product R + D

    It’s a Wonderful Life (Income)

    by Chris Kite September 7, 2017
    written by Chris Kite

    September is Life Insurance Awareness Month. It’s also time for a financial rendition of a classic Hollywood film. Remember (if you’re not a millennial), the 1946 drama, It’s a Wonderful Life? The main character, George Bailey, loses all his business’ money when his Uncle Billy unsuccessfully tries to deposit it in the bank.

    Mr. Potter, the film’s antagonist, finds the misplaced money and hides it from George. In short, George ends up contemplating suicide until an angel (Clarence) shows him what life would be like if he was never born. He realized all the people he’s touched, and how his life is truly wonderful. Flash-forward to George’s retirement…

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    September 7, 2017
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  • Product R + D

    I Hate Annuities and You Should, Too! Or Should You?

    by FIG Marketing June 29, 2017
    by FIG Marketing June 29, 2017

    “I HATE ANNUITIES AND YOU SHOULD, TOO!” We’ve all seen the ads. The author, Ken Fishers, has done a terrific job of instilling fear and uncertainty into the minds of retirees and …

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  • Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    by J. Wesley Knowles June 15, 2017

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand …

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