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Consultative two businesswomen

Find Success in Consultative Selling

Finances Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Consumers demand control, flexibility and customization. What works are personalized solutions. And embracing that reality is crucial to consultative selling.
Couple talking with an advisor

Planning a Legacy: How to Continue 'The Story of You'

Life Insurance Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
A story can help put both a client and a financial representative on the same page.
Benefits of passive investing

The Benefits of Passive Investing

Investments Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Considering the historic long-term direction of markets in general, an index-tracking passive investment doesn’t try to “beat” the market; it simply tries to “be” the market. And that can be a good thing.
Elephant in the room with couple

Two Elephants in the Office

Finances Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Talking about life's unexpected events along with financial implications can be uncomfortable, but financial professionals can help guide meaningful conversations.
stack of social security cards

Surprise! Do Your Clients Know How Social Security Income Is Taxed?

Retirement Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Income Benchmarks May Trigger Taxation on Up to 85% of a Benefit
Uncharted territory business meeting

Uncharted Territory: Navigating the New Retirement Risk Landscape

Retirement By Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Risk is all around us. And in the financial world, certain risks can send retirement goals off course.
Couple at home planning finances on laptop

Put Some Stories in Your Playbook

Finances Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
One of the most engaging ways for financial professionals to connect clients with concepts is through the power of story telling.
Split decision expand financial flexibility

Split Decisions Expand Financial Flexibility

Annuities By Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Given that so many possibilities exist, how can financial professionals seek to capture opportunities to make the most of them?
Business presentation with bar chart on easel

Control. Transparency. Stability.

Investments Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®
Control, transparency and stability and what they mean for you are far too personal to be judged from a company’s advertising or public relations.

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