Author Archives: Steve Murray

IAMS Wealth Management: A Strategy for your Client’s Nest Egg

Helping clients determine the best way to fund their retirement nest egg with the goal of having it convert into a sustainable source of retirement...

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Building Success in Long Term Care Sales and Competition

Long term care continues to be an area of concern for clients. It is no surprise considering 70% of people turning age 65 will use long term care...

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DOL’s Unintended Consequence

As broker-dealers adjust to the new Department of Labor fiduciary rule by instituting uniform commissions on a wide swath of investments, investors could...

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