Archives

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Search the full archives below or chose any year to list all articles by month. To find all articles by a specific author, just enter their last name.

November/December 2011

• Seven Strategies for Referral Success
  Make sure you are doing as much as possible to attract clients through referrals—the way they prefer to meet you.
  
  
• Serving Affluent Women
  Learn how to ask fabulous questions and act upon the responses.
  
  
• Mastering an Effective Networking System
  Realize the potential networking has for building trust.
  
  

September/October 2011

• LTCI Is Sold, Not Bought
  Thinking outside the box is key to increased sales.
  
  
• Using LinkedIn to Generate Referrals
  Identify prospects with this helpful social media tool.
  
  
• Fessing Up
  Dealing with uncertainty is necessary to provide clients honest and appropriate recommendations.
  
  
• Leveraging LIFE's Resources
  LIFE has numerous tools you can use to educate and market your products to clients and prospects.
  
  

July/August 2011

• No More Excuses
  Here are some strategies for reaching your goals.
  
  
• Are You Ready to Sell Long-Term-Care Insurance?
  Review these vital steps in your approach to selling LTCI.
  
  
• Transferring Longevity & Market Risk
  This article presents a compelling case for immediate annuities.
  
  

May/June 2011

• Creating Smiles
  Create low-cost dental insurance plans based on employee utilization.
  
  
• Staying in Fiscal Shape
  Manage your cash flow and become a more organized business owner.
  
  
• Bond Fund Folly
  With rising interest-rate fears and recovering equity markets, it may be time to reconsider other options.
  
  

March/April 2011

• Increase Sales with Actionable Emails
  Simplify your prospecting efforts with easy-to-digest emails.
  
  
• Having an Attitude of Gratitude
  Learn how to tap into a powerful and overlooked emotion with three simple tips.
  
  
• Cutting out the Cop-Out
  Avoid sales excuses that stop you from winning clients.
  
  
• Clearing the Air
  Misconceptions create an opportunity to educate your clients and prospects.
  
  

January/February 2011

• The 401(k) at 30
  Have we been blinded by the pre-tax light?
  
  
• Prepare for the Worst
  Financial advisers should educate clients about disability income insurance.
  
  
• Motivation Tips
  Take 2011 by the horns.