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| Selling cool
By Frank N. Darras Read this article to ensure your clients know when long term care insurance is appropriate. |
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| Sometimes it is all about price
By Marcie Callan Slow times are no fun when you're running a business. But, facing these times with business-building strategies will help you make it through with your sanity and your bottom line intact. |
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| Will you survive our industry’s bad publicity?
By Lew Nason Read this article to learn how to close sales ethically and avoid the effects of the industry’s bad publicity. |
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| What you can learn from Wesley Snipes
By Roccy DeFrancesco Wesley Snipes is about to serve a three-year term in prison for tax evasion. Read this article to find out what you can learn from his mistakes. |
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| The “magic pill” for marketing to the affluent, Pt. 2
By Don F. Wilkinson The second article in this series shows advisors how to become true wealth managers by incorporating asset management and estate planning services into their businesses. |
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| Annuity world sounds Investor Alert on NASD/FINRA Investor Alerts
By Steven S. Delaney Agents and registered reps may want to consider an “Investor Alert” on NASD/ FINRA Investor Alerts. Registered reps need to consider the danger in the bias and risk associated with NASD/ FINRA Inve... |
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| Checklist for an excellent employee benefit plan
By Robert Hopper A new generation of HSA-compatible health plans allows employers to offer benefits that traditional health plans cannot match. Read this article to learn about seven new benefits to offer employees. |
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| Reverse Mortgages 101
By Robert Ledman Every financial professional should at least know what a reverse mortgage is and how it works, even if you never recommend one to your client. Read this article to find out why. |
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| Help clients understand retirement goals; then weigh value of LI
By Lucy Zugschwert Educate your clients about when (or if) life insurance could be the ideal vehicle for helping them reach their retirement goals. If you always keep their best interests in mind, you'll have a clien... |
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| Why do they talk about umbrellas when it isn’t raining?
By Henrietta Nye Read this article for an overview of the INTRO 20 course, a class for those interested in joining the property/casualty industry. |
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