Author Archives: Content Creator


Anne Bachrach, The Accountability Coach Accountability in business means holding yourself responsible for your performances or actions relating to the results achieved in your business. Accountability in business is also directly tied to productivity and how you and your team get things done in the workplace. As a business owner, you should learn how to […]

Tip of the Week

Generations, Financial Perspectives, and Financial Fragility The Society of Actuaries has released some additional reports as part of its ongoing research on generational similarities and differences among adult generations in America. Its stated purpose for conducting this ongoing research is “…to understand the similarities and differences across the generations, to learn how younger people may […]

Your ERISA Watch – – Sorry ABBA, No Winner Takes It All In The Case of the Week


Plaintiffs prevailed in this week’s two notable decisions, but not entirely. In the first decision, the Sixth Circuit allowed a portion of a pension case alleging excessive investment fees to proceed. In the second case, the Fourth Circuit addressed welfare plan vesting and found, under the highly unusual circumstances of the case, some retirees could […]

Authentic Persuasion Show – What To Do If You Aren’t Smooth During Your Sales Process Yet

Jason Cutter | CEO/Founder, Cutter Consulting Group What should you do if you aren’t that smooth enough during your sales process yet? How do you respond when you don’t know the answer to a question? The normal response from new salespeople is they get concerned, and scared, and they anticipate that the customer is not […]

Tip of the Week

The Tax and Ancillary Benefits of Retirement Plans Planners need to advise small businesses about how they can capitalize on a tax shelter that costs the federal government billions of dollars in revenue each year—the retirement plan. They need to describe the efficiencies of making before-tax contributions and allowing earnings to grow tax deferred and/or […]

Your ERISA Watch – District Court Flags NFL Player Retirement Plan for Unsportsmanlike Conduct


Cloud v. The Bert Bell/Pete Rozelle NFL Player Ret. Plan, No. 3:20-CV-1277-S, 2022 WL 2237451 (N.D. Tex. Jun. 21, 2022) (Judge Karen Gren Scholer) In most disability benefit cases, the focus is on the beneficiary’s individual claim and whether he or she is entitled to benefits. The litigants spar over the medical evidence and argue […]

How to Succeed at Selling Professional Services

Chuck and Evan Polin, a father/son team of Sandler trainers and authors shares their thoughts about how to succeed at selling professional services. Chuck and Evan are co-authors of the Sandler book, Selling Professional Services the Sandler Way. You will learn how to get to the top and stay there as we explore:  Why Attitude is […]

Tip of the Week

When Is It Time to Consider Assisted Living? Helping Clients and Adult Children of Aging Parents Figure It Out The assisted living decision can be challenging. A primary consideration is deciding between assisted living and a continuing-care retirement community (CCRC). A second consideration is comparing assisted living to aging at home and weighing the pros […]

Your ERISA Watch – The Pendulum Swings: Despite Thole, the Third Circuit Affirms Standing of Individual Account Plan Participants to Challenge Investments


Boley v. Universal Health Servs., No. 21-2014, __ F. 4th __, 2022 WL 1768984 (3d Cir. Jun. 1, 2022) (Before Circuit Judges Greenaway, Jr., Scirica, and Cowen). Newton’s first law of motion states that a body in motion stays in motion and a body at rest stays at rest unless acted upon by an outside force. A […]

Tip of the Week

Emotional Attachment and Decision by Family-Business Owners to Seek Help from a Succession Planner Many family-business owners (FBOs) desire to pass the business on to future generations, yet few transitions are successful. Studies point to irrational emotional attachment as the primary cause. Succession planners could help, but few FBOs seem to seek their services. The […]