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Hi %%firstname "Advisor"%%,

Advisor Bill Spar has faced the same hurdles as many of his colleagues during this tough economy; however, he is optimistic about the future. Find out why he expects business to improve in 2011 in Senior Market Advisor's March issue.

After reaching out to our readers, the 2011 advisor survey is here. Check out how your peers expect to handle business in 2011.

Plus, tax season is right around the corner, and if you deal with annuities, it might be time to examine some of the tax code changes. Take a look at how you can help your annuity clients navigate through this tax season.

Best regards,

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

Jen La Flam Photo

Feature Story

2011 advisor profile: Bill Spar

April cover - Senior Market Advisor As a lead-in to our 2011 Advisor Survey, we decided to focus on one, randomly selected respondent and get a more personal view of the year ahead. Advisor Bill Spar—who splits his work time (he has 600 clients) between his home in Phoenix and offices in Las Vegas and Los Angeles—faces all the same challenges as other advisors across the nation.
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In This Issue

2011 advisor profile: Bill Spar

 

2011 advisor survey

 

Taxes and annuties: A bundle of strategies

 

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!

2011 advisor survey

We recently reached out to you, our readers, seeking your thoughts about the industry, your clients and your aspirations for the year ahead.
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Taxes and annuties: A bundle of strategies

Ah, tax season, the time of year when the Internal Revenue Service is no longer just the IRS, but rather the "(insert unprintable epithet here) IRS!" Wouldn't it be satisfying to feel as if you and your clients got the best of the tax code rather than the tax code getting the best of you?
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Up Front
By Daniel Williams

Jack LaLanne: An inspiration for seniors and advisors
Jack LaLanne, America's first health and fitness guru, died Sunday, Jan. 23, at the age of 96. When I read the article scroll across the newsfeed it caught me off guard. Usually, when someone dies in their 90s it's no surprise.
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Annuity Advisor
By Jack Marrion

Why Wall Street gets it wrong
I believe there are two main reasons why Wall Street screws it up from time to time, costing investors billions of dollars. The first reason is that they treat finance as physics, meaning they think finance is a science, expecting the past to predict the future and unforeseen outcomes not to occur.
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The Close
By Van Mueller

Using good questions to get to your clients' needs
Agents ask me the same questions again and again. How do I get more appointments? How do I inspire people to take action? Why aren't people buying life insurance and annuities?
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Editor's Blog

     
 

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