The Retirement Plan Success blog focusins on helping financial professionals grow their retirement plan business. This blog is authored and maintained by Jerry Kalish, President of National Benefit Services, Inc., a firm he founded in 1978. He provides continuing education programs for CPAs, attorneys, financial services professional, and human resource professionals. Jerry has authored and edited two books on employee benefits and he is currently at work on his third book, the subject of which is retirement plans for the 21st Century.
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If you're a hoops fan like I am, you know that the basketball season is about to begin. And for me, opportunities to see Tim Duncan back in action. If you follow the sport, you know who Tim Duncan is. For those of you who don't, he's a professional basketball player for the San Antonio Spurs of the...
Tanning salons, psychic reading, escort services, massage parlors ... and fee-based financial advisors?
If you’re a fee-based based financial planner in Michigan, you’re now lumped in with those occupations which are considered “non-essential”. That’s what the Michigan legislature says you are – at least for tax purposes – and they added a a 6% sales tax to...
Click here to see full size image. You've probably heard the expression bells and whistles used to refer to those extra "goodies" that are often added to a product - a computer usually - to make it more appealing to the customer. These features are offered...
That's the saluation of the letter sent to me by a sales promotion company asking me to buy ballpoint pens (100 minimum, please) to give away as a corporate promotional gift. The accompanying sample pen in its felt holder had the same misspelling. Nice pen, pretty good price, but they lost me at...
The "us" are those of us that run our own business, have our own book of business, or are compensated based on what we produce . Let's call us "entrepreneurs". The "them" are those who work as employees. Let's call them "managers" . Intuitively, we...
I’ve written about Individual Retirement Accounts before, don’t forget about IRAs, they’re an important part of your clients’ retirement plan mix. And now a recent study released by Spectrem Group, a market research firm, tells us how important IRAs are becoming. In...
The investment marketing experts refer to something called the "annuity puzzle". It's the term given to the disconnect between the economic realities of retirement and pre-retirees' and retirees' psychological reaction to the product. The economic realities are simple to...
From the very beginning of our careers in the financial service industry, we were told that relationships matter. Some we have to work at, and others just happen because we were in the right place at the right time. John Scurti’s story reminded me again about the importance of relationships...
Ben Yoskovitz is a great list maker. Last week, I wrote about his 5 phrases you never want to hear in a presentation that appeared on his Instigator Blog. Here’s another useful list, Top Ten Reasons Why Proposals Fail, that I kept in mind recently as I was preparing a proposal to present to...
A headline of an article on AccoutingWEB.com caught my eye, "Finance professionals are putting in more hours on the job". It was a story about a new global report by Robert Half International, Inc. , The Working Hours, A Global Comparison. It would be interesting information, I...