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8 Tips for New Life Insurance Agents

Sep 05, 2018

The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings. 

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Retirement Nest Egg

Aug 30, 2018

Set Your Strategy

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Long-Term Care Planning

Aug 30, 2018

Despite the fact that more than 70% of all retirees need some long-term care services in retirement, very few have a plan in place.

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The Reasons Behind Investor Behavior and Risk-Averse Clients

Aug 22, 2018

Investors tend to be reactive and risk averse when it comes to investing in stocks. And for good reason – when your money is on the line – you’re bound to feel like it’s a direct hit when the stock market doesn’t perform in your favor.

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5 Ways CLU Designees Give Their Clients Peace of Mind

Jul 09, 2018

Life insurance planning includes determining how much and what type of insurance is needed. 

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Millennials Don't Think They Need Insurance: How the CLU Helps You Sell To Them

Jun 14, 2018

Baby boomers, Generation X, and millennials offer three very different perspectives existing in the workplace right now. Each group has been widely studied, and their generational stereotypes regarding their work-life attitude and general disposition on life are well known.

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Why Longevity Makes All the Difference in the World

May 09, 2018

People fear outliving their wealth and the investment answer is "use a 50% -75% stock allocation and you should be fine," said Wade Pfau, Professor of retirement income, American College of Financial Services. But 30 years isn't what it used to be.

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Goal-based Financial Planning: Funding The Right Investments At The Right Time

Jan 18, 2018

Planning for the future requires setting goals. Whether it’s preparing for college tuition payments for the next four years, saving for a second home in retirement, or something else entirely, every client will have a range of imminent and distant financial desires.

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3 Reasons to be Excited About WMCP

Nov 02, 2017

When I joined The American College of Financial Services in June 2016, I took a long look at the portfolio of designation and degree programs we offered and realized something was missing.

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