Archives

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December 2010

• It's Good to Give Back!
  Volunteering offers satisfaction at the personal level and has career-enhancing powers as well.
  
  
• Fire Up Your Marketing
  These three tips will help you get rid of inertia and move you toward success.
  
  
• From Lunch to Referrals
  Sharing your expertise while breaking bread is a good way to get introductions.
  
  

November 2010

• Selling Long-Term-Care Insurance
  November is Long-Term-Care Awareness Month and time to boost your long-term-care insurance production. The ideas in this article will help you do just that.
  
  
• Reducing Health-Care Costs
  Help your business-owner clients find unique ways to afford quality benefit plans.
  
  
• The Right Way to Deliver a Death Benefit
  Conduct an interview, prepare a plan and present options and recommendations to the beneficiary of the benefit.
  
  

October 2010

• When It's Time to Deliver
  If you are compassionate and knowledgeable when you are delivering death benefits to beneficiaries, you will have clients for life—and the opportunity to create an instant referral network.
  
  
• A GPS for Sales Success
  Your prospect can tell you exactly how you can get to your destination—a closed sale.
  
  
• Put Your Mind to Work for You
  Ask yourself empowering questions and you will put your mind in a positive search mode.
  
  

September 2010

• A Fresh Look at Equity Indexed Products
  There are many scenarios where they may fit well into your client’s financial plan.
  
  
• The Magic of Multi-Purpose Marketing
  Take one good idea, use it in multiple ways and watch your business grow.
  
  
• The 5% Solution
  You can grow your business quickly and improve client service by using these strategies.
  
  

August 2010

• Do You Think Like a Business Owner?
  You need to adopt a business-owner mindset if you want to become more successful.
  
  
• Don’t Forget Your Small-Business Clients
  They need your help to understand and take full advantage of voluntary benefits.
  
  
• Strike a Balance
  What do you need to do to have a thriving career and a fulfilling personal life?
  
  

July 2010

• Think Big
  These results-oriented activities will help your business skyrocket.
  
  
• The Business Case for Wellness Programs
  Help your business clients understand that a comprehensive wellness plan is a good financial investment.
  
  
• Safeguard Your Clients’ Retirement
  Discuss these five questions with your retiree and preretiree clients to make sure they are financially secure.
  
  

June 2010

• Seven Strategies to Boost Production
  Start by converting your customers.
  
  
• The Perfect Guest
  These tips will help make you a sought-after guest on radio shows.
  
  
• The 4 Cs of Excellent Service
  Client-focused recommendations, consistent follow-through, clear communications and continual plan review will help you grow your business.
  
  

May 2010

• Why You Can’t Afford to Ignore Social Media
  Use it effectively and you can expand your reach, grow your business and establish yourself as an expert.
  
  
• Warm Up Your Referrals
  It may be as simple as sending email to your contacts suggesting the referrals.
  
  
• Caring Staff=Loyal Clients
  Get your staff to treat your clients right and you’ll have clients for life.
  
  

April 2010

• Five Myths About HSAs
  Don’t let your clients’ misconceptions about HSAs prevent them from taking advantage of these valuable plans.
  
  
• The High-Quality Prospect
  Your prospect is interested if he asks questions or wants to meet you to discuss an idea.
  
  
• Finding the Right Program
  Answer these questions to find out if you need a training or a coaching program.
  
  

March 2010

• Filling the Financial Gap
  Use life insurance to help business owners rebuild their retirement capital.
  
  
• The Right Words
  Keep these guidelines handy when dealing with the grieving spouse of a client who has died.
  
  
• Working Smart
  Find out how you can increase your productivity as well as your company’s bottom line.
  
  

February 2010

• Three Steps to Your 2010 Targets
  Attaining your goals doesn’t have to be difficult; just follow these steps.
  
  
• Preserving Your Client’s Human Capital Value
  Use this concept to help your clients establish a sound financial plan.
  
  
• Revive Your Prospecting
  Regardless of where you are in your career, these strategies will enhance your prospecting skills.
  
  

January 2010

• Beliefs That Lead to Success
  An advisor shares the beliefs that have helped him succeed in his work and personal life.
  
  
• How to Avoid Pending Lawsuits
  Follow the steps outlined in this article and reduce your chances of being sued.
  
  
• The True Path to Sales Success
  Closing a sale requires that you focus not on your prospect’s needs, problems or pain, but on what he wants.