Benefits Sales Strategies

401 (K) Source List

Daniel LaBroad, president Ovation Health & Life Services Inc., Dallas

Every day a new miraculous technology arises from the primordial ooze that is innovation. The latest tablet device arrives with great fanfare. Apple upgrades its i whatever.

For clients who are approaching retirement, one of the most important documents to save and evaluate is the annual Social Security Statement, which traditionally has arrived in clients’ mailboxes shortly before their birthdays.

The numbers in the 5500 don’t tell me how hard you’re working: they don’t paint a picture of missed piano recitals and cold dinners, or of late nights and cans of Red Bull.

Medicare has been a hot topic since April 15, the day that the U.S. House of Representatives voted 235-193 to approve a resolution that would privatize the Medicare system for younger people. While there is little chance the resolution will become law, it has greatly increased general interest in knowing...