Posts
How to avoid the cardinal sin of selling
What is the worst way to open a sales conversation, meeting,…
The 5 best closing lines
Closing lines: They can be a little cheesy, sometimes unnecessary…
LIMRA: Knowledge Of Annuities Boosts Ownership
WINDSOR, Conn., Oct. 22, 2014 — A new LIMRA Secure Retirement…
There’s More To Business Life Insurance Than The Claims It Pays
Although my career in financial services has been varied, life…
5 common whole life myths, debunked
Whole life insurance provides a broad range of financial benefits,…
September 10, 2014 – Symetra
Life Insurance as an Asset Class - SYMETRA - Presenters: Jeff…
Your Options for Required IRA Distributions
The Timing of Your First Withdrawal Can Have Tax Consequences …
Henry Klosowski, on The Hazards of Unequal Inheritance
When high-net-worth clients sit down with me to discuss distribution…
Tax-Smart Philanthropy Made Easy
Many Donors Should Consider a 'Charitable Gift Trust' or 'Donor…