Practice

The new retirement math

What happens at retirement?

By Peter Drake |May 24, 2007

4 min read

Making referrals work

(May 2007) Referrals are the gold standard when it comes to finding new clients, but most advisors are missing the mark — trust is paramount, and advisors have a long way to go before they earn it. This is the message Dan Richards, president of Strategic Imperatives, brought to those gathered at the Mackenzie University […]

By Mark Noble |May 7, 2007

4 min read

Legally speaking: TPAs — helpful product or potential nightmare?

(May 2007) For many insurance advisors who cater to business owners, third-party administrative, self-insured employee benefits (TPAs) are becoming an increasingly attractive product to add to the lineup or arsenal of suggestions. In this evolving area of client service, TPAs, using an administrative services only (ASO) model with stop-loss provisions, are often presented as an […]

By Harold Geller |May 6, 2007

6 min read

Exit planning: Knowing what you want

It’s true that a journey of a thousand miles begins with a single step. The trouble is you can journey in the wrong direction entirely if you don’t know where you are going. Successful exit planning begins with careful consideration of what you want and what's possible. First there is a list of practical and emotional questions to consider.

By Cindy Jenner Cowan |May 3, 2007

5 min read