Cover Story: A Road Map to
Investment Success
Expert to Expert: Self-Financed Universal Life
Lighter Side of Life: Talking Without Words
Making the Transition: The “Six-and-Two” Model
ViewPoint: Moving Forward




Holding Company
You sometimes must put people on hold. What they listen to is up to you, so why not make it informative?

Starting at the Top
Are you looking to break into the corporate market? Here are some questions you may consider for your first interview.

Selling Stability
Emphasizing your current and future longevity is the key to closing the sale.

Eight Tips to Help You Prepare for a Media Interview
Use these tips to prepare for your next media interview and build a reputation as an industry expert.

Transitioning to a Fee-Based Financial Planning Practice
This MDRT presentation offers tips for telling potential clients about your new fee-based practice.

BizTech
Do I Really Need an Upgrade?
Thinking about an upgrade? You might be surprised to find that the software you already have may be just what you need.

Working Knowledge
Reverse Mortgages
A reverse mortgage can increase retirement income for seniors if combined with an annuity.

Marketing Moves
Tough Times Call for Drastic Action
In an economic downturn, offering free services can help bring in new clients.

Managing Money
Getting the Most from Retirement
Here are tips to ensure your clients don't run out of money when they retire.

Advisor Spotlight
Understanding the Impact
Jennifer Lackey Barber weighs in on the support NAIFA provides to a young advisor trying to learn the ropes.

Media Watch
War: What Is it Good For? Debating the Estate Tax
Bill Gates Sr. uses the war in Iraq to make a case for estate taxes.

Bookmarks
The 50+ Boomer
This book claims to be the essential guide to 76 million potential clients. But is it everything it claims to be?

VOICES FROM THE FIELD
The entire text of this history of our industry is now online. Find out how Ralph Nader, Jimmy Carter and The Phil Donahue Show figure in the history of insurance.

LTC Survey
The 15th edition of Advisor Today’s long-term care survey is available online in an expanded version.

Annuities Directory
Check out the latest annuity products from 33 vendors offering variable and fixed annuities.

Federal Legislative Matrix
Bring yourself up-to-date on the federal legislation affecting your business.

State Legislative Matrix
Bring yourself up-to-date on the state legislation affecting your business.

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