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May 31, 2018

Howard Sharfman is one of the top insurance professionals in the world. He is responsible for creating over $17 BILLION of insurance proceeds. He is most proud of the fact that so far he is responsible for over $1 billion of death claims that have been paid out to insu...

May 16, 2018

We all have our own preconceived notions. However, sometimes an experience can completely alter our current beliefs, as it did in the case of Maria Gongora.

May 11, 2018

Let's face it: most people won’t understand the detailed nature of insurance and financial planning. But everyone can understand the implications of friendships and partnerships collapsing.

April 26, 2018

Dr. Michael Brescia, co-founder of Calvary Hospital, shares his story of why he turned down a billion dollar deal - and it was the best decision he ever made.

April 11, 2018

The financial services industry faces unprecedented technological, regulatory and demographic changes. From robo-advisors to DOL regulations, some are even concerned about the viability of face-to-face financial distribution 

Having attended the GAMA LAMP conference eve...

April 5, 2018

Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have everything covered.

Guess what... they don't. 

Listen to Rick Barone's story to see what I mean. 

Financial services is really not about the sp...

June 8, 2017

Many thought the delays would continue or that it would go away altogether... but it’s here. On June 9th, 2017, the Department of Labor (DOL) Fiduciary Rule begins a phased implementation, with the rule going into full effect on January 1, 2018.  

Reps who are...

March 10, 2017

Pattianne Baran has over 15 years of experience in the long-term care industry and was ranked by American Association for Long-Term Care Insurance as one of the top ten long-term care professionals.

The driving factors behind Pattianne’s success are her passion for long...

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