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Wealth
Why Guaranteed Income Is Replacing the 4% Rule
For decades, the “4% rule” has been the shorthand for the conventional wisdom...
Setting Realistic Expectations for the Great Wealth Transfer with Julian Movsesian
The promise of a colossal wealth transfer from Baby Boomers to younger...
Wealth Transfer and Estate Taxes: Protecting Your Client’s Legacy with Julian Movsesian
The coming decades will witness the most significant intergenerational wealth...
The Great Wealth Transfer: Predicting Impacts Across Generations with Julian Movsesian
From now until 2045, an estimated $124 trillion in assets is expected to...
Always Be Marketing: The Mindset Shift Licensed Agents Need in 2025
Let’s get this out of the way upfront: “Always Be Closing” “ABC’s” of Sales...
Annuities as a Retention Tool: Why Expanding Your Product Line Keeps Clients Close
If clients aren't sticking around after the sale, something isn't connecting....
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