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Hi %%firstname "Advisor"%%,

In Senior Market Advisor's April issue, two advisors reflect on why they did or did not obtain securities licensing. Take a look at the benefits and pitfalls from two different perspectives.

Plus, New York-based CPA Ed Slott is an expert on IRAs, and he strongly recommends advisors educate themselves on these retirement accounts. As you get ready for the end of tax season, find out what kind of IRA opportunities are out there for advisors.

Best regards,

Tashawna Rodwell
Publisher, Senior Market Advisor
720-895-4989
[email protected]

Jen La Flam Photo

Feature Story

The great divide

April cover - Senior Market Advisor In last month's Advisor Survey, we found evidence of a large and fairly obvious split in our business: the decision every advisor makes between taking the steps and licenses required to sell securities or not.
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In This Issue

The great divide

 

Ed Slott and the art of the IRA

 

The basics of LTCI

 

Up Front
By Daniel Williams

 

Annuity Advisor
By Jack Marrion

 

The Close
By Van Mueller

 

More From This Issue

Network with other industry professionals. Click below to join the Senior Market Advisor network!

Ed Slott and the art of the IRA

OK, so one of these things is not like the others. Or so it seems. But who says the work of IRA guru Ed Slott is not a work of art?
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The basics of LTCI

If your plans for 2011 call for adding long-term care insurance to your list of products, you need a solid foundation upon which to base your sales. Here's a concise overview of the basics of LTCI.
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Up Front
By Daniel Williams

Advisor v. machine: Your practice in "Jeopardy!"
Did anyone else watch "Jeopardy!" recently, where past superstar human contestants pitted their knowledge against Watson, an IBM-programmed supercomputer?
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Annuity Advisor
By Jack Marrion

Finding some truth in financial fables
A large crowd of reporters and financial columnists had gathered to watch a new presentation by the famous Wall Street mountebank. As the beguiler walked to the center of the stage, the crowd grew silent.
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The Close
By Van Mueller

Create a declaration of financial independence for clients
The NFL performs a wonderful tradition before the Super Bowl starts. Football stars from the past and present, along with organizations from the cities they represent, read aloud the Declaration of Independence.
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Editor's Blog

     
 

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