Choosing Bonds for Safety? Why an Annuity May Be a Better Choice

September 9, 2010

Carter, here. I am pleased to welcome my first guest post from Chris Price, Shurwest’s director of broker-dealer relations. Holding just about every securities license known, Chris has a deep knowledge of securities and insurance products. His insight is invaluable to Shurwest and to our advisors. If you want Chris’ input on a securities-related case, [...]

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Why Clients Cling to the Stock Market—Even When They Suffer

August 19, 2010

Growing up, I heard my grandmother say, “Once bitten, twice shy!” Actually, she didn’t “say” it as much as she “warned” it. She was trying to tell me that I’d be smart not to do THAT again, whatever that negative outcome was at the time. Bear today, gone tomorrow! But a fascinating article I found [...]

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“What’s an Annuity?” How My High School Reunion Highlights Your Annuity Marketing Challenges

August 16, 2010

I just got back from my 20th high school reunion—go Turner High School Golden Bears! Besides having a hoot of a time with people I’ve known since grade school, I was reminded of something you may face every day: Many people still don’t know what an annuity is (let alone how they can benefit from [...]

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What A Trip to Vegas Taught Me: Losing vs. Using Money

July 25, 2010

On my way back from Las Vegas, after celebrating my sister-in-law’s 21st birthday, I thought to myself, “This is the most fun I’ve ever had in Vegas.” Now, I’ve been to Vegas a healthy number of times, maybe more times than I should have. So my next thought was, “Why was this trip so much [...]

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Too Good To Be True?

July 14, 2010

We live in an age of healthy skepticism. How often have you heard, and even said yourself, “If it sounds too good to be true, it probably is.” Skepticism can be great, when it helps us make better choices. But what happens when disbelief prevents us from taking action that could not only benefit us [...]

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Lessons from 1,000 Rounds: Tips On Playing Golf with Clients

July 7, 2010

I’ve spent the better part of 20 years on golf courses. First as a caddy at an exclusive club, then as an impassioned player who tries to get 18 holes in every week. I’ve seen the game played from all angles and experienced maybe a thousand rounds. I know how playing golf with clients can [...]

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Welcome to My Blog!

June 17, 2010

I’m really excited that you stopped by. Why is a total talker like me writing a blog? Even though I am here for you ANY TIME you need me, I know that you’re busy meeting with clients and running your business. That’s why you’re so successful. You don’t have time to jaw on the phone [...]

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