David Port

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  9 Ways to Close the Deal

  By David Port  |  March 1, 2013

  Call it fulfilling your fiduciary responsibility or call it selling an idea — your success as an advisor depends on your ability to convince people to act on your advice. Check out these nine battle-tested tactics.

• The latest 'wrap' on 401(k) guarantees

  By David Port  |  July 1, 2010

  The groundswell began with little fanfare. First one major insurer rolled out a guaranteed income vehicle specifically for defined contribution plans, then another. Then came...

• Annuitize Your Long Term Care Business

  By David Port  |  June 1, 2010

  We recently looked into the burgeoning market for "combination" life insurance products that come with a long term care component. That was only half...

• Linked for life: Combining LI and LTCI for new sales

  By David Port  |  May 1, 2010

  About once a week, Carl Friedrich fields a call from a life insurance producer or advisor. They quiz him about a growing but still relatively...

• It's all about the (retirement) income

  By David Port  |  April 1, 2010

  There was a time, not too long ago in fact, when ensuring investors an adequate income through retirement was an issue the mutual fund industry...

• Rehab for the 401(k)

  By David Port  |  March 1, 2010

  If 2008 and 2009 were largely about advisors reacting to deteriorating market conditions in order to minimize damage to client portfolios, then 2010 will be...

• A good year to die

  By David Port  |  January 23, 2010

  A morbid joke that's made its way through estate planning circles; if you're going to die, 2010 is the year to do it.Tax exemptions enacted...

• A SIMPLE plan for boomer business owners

  By David Port  |  November 1, 2009

  Business IRAs are a valuable retirement plan option no matter the market. How can they help your business-owner clients in the current crisis? During lean economic...

• LTCI - The retirement planning glue that holds it all together

  By David Port  |  October 1, 2009

  Common mistakes to avoid in talking LTCI with clients: Selling LTCI as an investment product. "Far too many agents," says Jesse Slome, head of the...

• Picking up the pieces

  By David Port  |  September 1, 2009

  The mutual fund scandals of 2003 may be fading from memory, but fresh developments in other segments of the financial market have opened old wounds....