Description: I’d like to start a movement to banish the term “life expectancy” from the retirement planning lexicon. It is one of the most abused and dangerously misunderstood concepts in retirement planning.

Description: The Social Security file and suspend and restricted application claiming strategies have received a great deal of attention in the past few years as allowing individuals to increase their Social Security benefits. The Bipartisan Budget Act of 2015 made significant changes to these strategies. This article reviews those strategies and then discusses the impact of the Bipartisan Budget Act of 2015 changes on those strategies.

Description: Editor's column for the September 2016 issue of NewsDirect.

Description: A basic principle of marketing suggests that using the preferred medium a consumer knows and trusts will have a direct impact on the way they make purchases and how one could—and should—sell to and interact with them.

Description: A conversation around funding and growing your business.

Description: Article discusses the following: Need for wholesalers in our industry What is a wholesaler in our industry What are some of the wholesaler models

Description: I remember in my college years being forced to take marketing classes because the actuarial science major was attained through the business school at my university.

Description: Editors introduction to a special print edition of Innovators & Entrepreneurs.

Description: A discussion on a study that unveils significant findings among mass-market consumers and their attitudes about retirement.

Description: One of the first observations I made at my new job was that while the setting and characters were different, much of the story line was very similar.