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Bridging the Income Gap

Our guide to retirement income planning shows you how to set up an income plan to help your clients avoid miscalculations that can lead to financial disaster.

Defusing the Tax Time-Bomb

It's estimated that the Baby Boomers will pass more than $40 trillion in accumulated assets to their heirs by the year 2052. Learn how to help them.

Altered State — Health Care Reform and the Medicare Market

Learn more about how health care reform will affect all Medicare plans and the agents who sell them.

Linking Long-Term Care

Learn about the disappearing line between life, annuity and long-term care insurance productions.

The LTC Planning Kit

The LTC Planning Kit is a road map for your LTC business. Learn how to establish a plan of care, overcome common objections and more.

The Road to Securing Your Future

Be prepared for long-term questions when they come. Get the answers to 10 questions your prospects should be asking about long-term care.

Recession-Proof Your Business

We show you how to think like a marketer and develop strategies and systems to make your marketing efforts more consistent, more efficient and more effective.

The Hungry Agent's Recipe For Success

Success is a lot like spaghetti... Both require a minimal amount of ingredients and rely primarily on fundamentals. Both can be (and have been) made by even the most ordinary person. Both are desired by "hungry" individuals and both can feed even the largest of families.

LTCi Shopping Guide

Our LTCi Shopping Guide breaks down the four major types of long-term care insurance and offers case studies, sales and marketing techniques, and more.

The New Foundation of Retirement Planning

This white paper examines how demand for help with social insurance presents risks and opportunities for professionals who help Americans plan for retirement.

Conquering the Challenges of Selling Long-Term Care Insurance

In this white paper, we’ll help you see why the challenge of selling long-term care insurance is worth conquering and how to overcome the common obstacles.