NAIFA’s new president, Cammie Scott, is ready to move the association forward with strong input from members.
Rick Goldstein
Recent posts by Rick Goldstein
Legacy Planning for Your Clients
By Rick Goldstein on 11/1/19 2:08 PM
The steps outlined in this article will help you work with your clients to implement effective legacy planning programs.
Gen Xers with 401(k)s Bogged Down by Competing Financial Obligations
By Rick Goldstein on 11/1/19 2:03 PM
Four Under Forty
By Rick Goldstein on 8/28/19 3:22 PM
They have made it to the top by being passionate about what they do, putting their clients first, and giving back to their communities.
Finding Success at Worksite Sales
By Rick Goldstein on 7/8/19 3:18 PM
The key is to educate employees, share your story and always deliver on your promise.