Just a Salesperson

Fee-only or commissioned based - we should all have the right to present our products and services. And we should all act in our clients' best interest - without labels and without negative implications based on titles that often get politicized.

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What Is Driving Our Growth?

There are countless reports of an underinsured America. Many of the people who need what we have to offer may be very different from those whom the industry has been successful in serving for decades.  What markets are experincing growth and how can you tap into it?

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Working with Business Owners Is as Easy as 1-2-3!

Small business is the backbone of America. These small businesses are valuable assets to their owners, but many owners aren’t aware of the opportunities to build, protect and enhance themselves with life insurance.

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Three Ways to Hold on to Your Clients

The financial-services business is a balancing act. You must spend a good portion of your time marketing, selling and processing paperwork for new clients while also spending time on retaining your old clients. As you are mining the field for new clients, you should not forget your old ones. Use..

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Using LinkedIn as a Marketing Tool

If you are serious about using LinkedIn in your practice, review these tips to make the best use out of this social media outlet.

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How to Sell Something Everyone Needs but No One Wants to Buy

Many advisors try to appeal to their clients’ logical side when selling DI or any other product, not their emotional side. This is a big mistake because most people make decisions based on emotions and back their decision up with logic.

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Majority of Women Now Responsible for Household Finances

According to the October 2016 study from Allianz Life Insurance Company of North America, Allianz Women, Money, and Power Study, 51 percent of women claim that are the CFO of their household.  Top worries of this population are  running out of money in retirement and managing the rising costs of..

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How to Get High-Net-Worth Clients

"Smile and dial" went away when the Do-Not-Call list arrived, and most of your time is spent servicing current clients. So how are you going to get your share of the high-net-worth market? Try some of these approaches to put you in front of the right people.

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How to Schedule More Client Reviews

Everyone agrees that reviews are beneficial to the client, the company and the agent. So why is it so difficult to get clients to commit to scheduling a review? Try using these customer-centered approaches when asking for reviews and you will likely gain more appointments.

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The Benefits of Being a Holistic Advisor

What is best for one person, is not necessarily best for another. It is more important than ever for financial professionals to offer customized solutions that are in their clients’ best interests. In order to best serve your clients objectives, become a holistic advisor.

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