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  • Making your mark with the Generation Y
    By Bill Willard
    The generational cohort spawned by the baby boomers is variously referred to by sociologists as Generation Y, Cyberboomers, the Echo Boom or simply The Millennials. With baby boomers reaching retirement age, more money will soon be taken out of retirement plans than is being put into them. Reading the writing on the wall, the financial services industry and individual advisors are looking to Generation Y to take up the slack. Many producers fi...

    | No comments on this Article | More in Long Term Care |
  • Financial Professional's Etiquette Guide (Pt 1)
    By Bill Willard
    Times may have changed, but (contrary to popular belief) common courtesy is not dead. Good manners and personal dignity are based on loyalty and consideration for others, and remain the hallmark of successful financial services professionals. You may think you have impeccable etiquette skills, but you'd be surprised to learn how much business actually is lost to unintended faux pas. After all, strangers really have only three things by which t...

    | No comments on this Article | More in Long Term Care |
  • What a Ghostwriter Can Do for You
    By Bill Willard
    Do you ever have brilliant ideas for articles, books or a Web site, but never get around to doing anything with them? Don't feel like the Lone Ranger. Trust and credibility are vital in creating consumer confidence. Being able to tell the world who you are, what you do and how you do it is the best kind of confidence-building free publicity…producing results that can exceed those of standard advertising. Being a published author gets results;...

    | No comments on this Article | More in Long Term Care |
  • Fun and Profit in the Small-Business Market
    By Bill Willard
    Why is getting up-to-speed in the small-business and professional markets considered such a smart move for financial services producers? On top of their personal and family needs, business owners and professionals have business-related concerns that can be resolved with your insurance and equity products. And, because people in these markets are at or near the top of the income ladder, they have the financial wherewithal to meet these needs. S...

    | No comments on this Article | More in Long Term Care |

MORE FROM THE DIVERSIFIED GROUP

    Thursday, August 30, 2007
    On behalf of LTCI, Pt.3: Underwriting guidelines
    Insurance company underwriters must follow guidelines established by the insurance company for issuing LTC insurance. Read this article to gain an understanding of these guidelines.
    Friday, August 3, 2007
    A few words on behalf of LTCI, Pt. 2: When to buy LTC protec...
    Americans increasingly have access to affordable, quality long term care insurance protection to avoid spending a lifetimes worth of savings and losing assets during a long term care crisis. Read this article to learn when the time to purchase thi...
    Wednesday, June 27, 2007
    On behalf of LTCI, Pt. 1: Understanding and establishing needs
    Baby boomers are going to keep on working when they make it to retirement age, either because they want to or have to due to poor retirement planning. As a result, many of these individuals will be working for themselves without benefits. What's m...
    Tuesday, June 5, 2007
    Disaster planning: How ready are you?
    Disasters are more common than anyone might think and financial services professionals need to know the extent of their protection and how to cope with any gaps. If disaster strikes, will you be ready? Read this article to find out.
    Tuesday, May 1, 2007
    Family-owned business succession planning
    Every challenge creates opportunity. Ready or not, as baby boomers begin retiring, the number of companies facing business succession and personal estate planning crises will likewise increase. This article discusses why the trouble is, only one i...
    Wednesday, April 4, 2007
    A miracle in a clear plastic bag
    Home dialysis training was an empowering, transforming experience similar in many ways to that which new financial services professionals undergo - or should. In fact, I was surprised by just how clear the connection actually was.
    Friday, December 1, 2006
    Ethics and the financial services professional
    The majority of both new and experienced financial services professionals may not be perfect, but they try to do the right things for the right reasons. The goal of this article is to help producers learn to recognize and consistently make the rig...
    Tuesday, October 31, 2006
    Getting references and introductions
    The warmest, most highly productive source of prospects is referrals and introductions from satisfied clients.
    Tuesday, October 10, 2006
    Making your mark with the Generation Y
    The generational cohort spawned by the baby boomers is variously referred to by sociologists as Generation Y, Cyberboomers, the Echo Boom or simply The Millennials. With baby boomers reaching retirement age, more money will soon be taken out of re...
    Friday, September 8, 2006
    Getting it right: What it takes to be successful
    Few people entering this business are born to succeed (I refer to them as 10 percenters -that rare 10 percent of new producers who are so driven they'd survive and succeed no matter how much or how little training, coaching or support they get). B...
  1. On behalf of LTCI, Pt. 1: Understanding and establishing needs
    Baby boomers are going to keep on working when they make it to retirement age, either because they want to or have to due to poor retirement planning. As a result, many of these individuals will be working for themselves without benefits. What's m...
  2. Family-owned business succession planning
    Every challenge creates opportunity. Ready or not, as baby boomers begin retiring, the number of companies facing business succession and personal estate planning crises will likewise increase. This article discusses why the trouble is, only one i...
  3. Why Market to Generation X?
    Even the brightest Gen-Xers can get in over their heads by failing to save, not diversifying, spending too much, abusing credit, or otherwise living (too) well beyond their means. Thus, as one business journalist put it: "People in their 20s and 3...
  4. Your Ticket to the Lucrative Business Markets
    Learn how to get prospects' attention with unique sales ideas, how to analyze needs, how to design solutions using your products and services, and how to close sales and build profitable, long-term client relationships.
  5. Multicultural Marketing - Taking Care of Business
    Multicultural marketing is coming into its own and evolving to reflect the growth of ethnic markets. The reasons for targeting ethnic groups in the U. S. are no different than for any other market segments. But for growth-oriented agents and advis...
  6. A few words on behalf of LTCI, Pt. 2: When to buy LTC protec...
    Americans increasingly have access to affordable, quality long term care insurance protection to avoid spending a lifetimes worth of savings and losing assets during a long term care crisis. Read this article to learn when the time to purchase thi...
  7. Bridging the Marketing and Sales Gap
    Your marketing plan is the grand design for where you want your business to go and how to reach your goals. To do it right, a written action plan needs to be developed, implemented, monitored and reviewed.
  8. Financial Professional's Etiquette Guide (Pt 1)
    Times may have changed, but (contrary to popular belief) common courtesy is not dead. Good manners and personal dignity are based on loyalty and consideration for others, and remain the hallmark of successful financial services professionals. You ...
  9. Getting references and introductions
    The warmest, most highly productive source of prospects is referrals and introductions from satisfied clients.
  10. A miracle in a clear plastic bag
    Home dialysis training was an empowering, transforming experience similar in many ways to that which new financial services professionals undergo - or should. In fact, I was surprised by just how clear the connection actually was.
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