Senior Market Advisor Extra | Volume 5; Issue 16
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Senior Market Advisor Extra
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Daniel Williams

Editor's Blog | April 19, 2011
10 tax questions every advisor should answer

Just in time for the last minute tax push, I received a package in the mail last week from IRA guru Ed Slott. Inside the package was a 47-page booklet titled "Ed Slott's Retirement Decisions Guide: 2011 Edition."

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Top Tips
3 more ways advisors can increase social media responses

In the last post, I wrote about some good ways to drive more responses through your social media strategy. Here are three more.

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Best Practices
All income riders are not created equal, part 1

According to recent sales statistics, most variable deferred annuities and fixed index annuities are sold with income riders and are becoming more common for traditional fixed annuities as well.

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Most Popular

StatPak
  • 7 in 10 — Number of advisors who have experienced net increases in retirement income clients.
  • 6 in 10 — Number of boomers who within five years of retirement prefer to consult an advisor when making financial decisions.
  • 1 in 3 — Number of advisors who see income guarantees as the key new product feature.

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