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Consumers’ Attitude toward Life Insurance

These findings will help you interact better with your clients and prospects.

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Riding Out the Stock Market Roller Coaster

Use these ideas to help clients weather market volatility.

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In Step with a Winner: David Simkowitz

David Simkowitz has done quite well for himself since he won Advisor Today’s Four Under Forty Award a few years ago. When we caught up with him recently, he shared with us some of the obstacles he encountered when he first became a financial advisor and the steps he took to overcome them.

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How To Use Personal Experience as a Marketing Tool

There is no better marketing tool than a personal story.  Stories drive a real connection between you and your clients. The deeper the connection, the more trust established.

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How to Prescribe a Happier Retirement for Your Clients

Advisors who understand healthcare and its costs can help their clients have peace of mind for the future and position themselves as valued resources.

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Use Stories to Sell DI

Disability income insurance is sold by telling stories that motivate the consumers to act in their best self-interest.

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Security Begins at Work

Many workers feel more financially secure because of workplace benefits.

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Fixed Indexed Annuities May Outperform Bonds, According to Economist

Uncapped FIAs help control equity market risk, mitigate longevity risk and have the potential to outperform bonds in the near future.

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5 Things Successful Advisors Do Early in Their Careers

They work harder than others, they brand and market themselves, they have an ideal work-week, they are coachable, and they are process-driven.
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4 Ways to Use Twitter for Prospecting

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