Facts & Figures about the Hispanic Markets

Hispanics are the fastest-growing demographic in the United States. This article shares facts and figures from the Life Insurance and Market Research Association (LIMRA) about the Hispanic market. The following facts will come in handy to agents and advisors who want to target their products and..

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Working with Single Women

The increase of professional single women in the United States has created a niche market for advisors who can help guide them through their financial futures. Single women are looking for a professional who is sensitive to their issues, and someone who will make them feel confident about their..

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Thriving in the Middle: Success In Serving Middle-Income Americans

Many agents and advisors who choose to serve middle-income Americans have built satisfying careers along the way. Read about advisors who achieved a high level of success by serving the middle market, and the strategies they've used to make it to the top. Learn how you can apply these strategies..

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Working in Diverse Markets

The immigrant population in the United States is steadily increasing, and has opened up a wider market for financial advisors and agents. In this article, you will learn the benefits of working in diverse markets along with how to educate yourself culturally. Furthermore, this article will..

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Cultivating the African American Market

The African American community is a large market, with the endless potential to grow your business. Learn how to cultivate and grow your business to reach this market. Additionally, this article provides a background on the market, and a step-by-step guide for expanding your business to the..

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Finding Success in the Chinese-American Market

The Chinese-American market is full of well-educated individuals. Statistics show that their median annual income is 34.2 percent higher than the U.S. average.This is an ideal market to penetrate, but how can it be done? This article will give you background information on this elusive market,..

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Building a Loyal Client Base with Millennials

Advisors must approach millennials in different ways to win their business, as traditional approaches to younger generations often do not work. Millennials are the future of keeping businesses growing, and it is imperative to learn how to reach out and gain their trust. Here's everything you..

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Working with Widows

More than 70 percent of widowed clients will leave their financial advisor within one year after losing their spouse. This pattern introduces uncertainty and unpredictability into a widow’s financial planning. This article shares steps that you can take to help retain your recently widowed..

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Working with Muslim-American Clients

The Muslim-American market can be a complex market to work with. Your Muslim-American clients have specific financial requirements that must be met. Learn how you can highlight the importance of personal responsibility to these clients, while being respectful and mindful of their culture.

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What is Keeping Your Senior Clients Up at Night?

Understanding the key concerns of your senior clientele is an important aspect of building a stronger relationship. Providing them with the right product can help them feel better about what happens to their assets in the future. Understand the common concerns of senior clients, and what it..

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