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Sales and Marketing »

Kristen Beckman
The 10 largest annuities markets for 2016
Article posted by Kristen Beckman
Information Asset Partners ranked the top 10 largest cities for annuity purchases in 2016.

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Prospecting »

Bill Bachrach
How to cross relationship 'bridges' with your clients
Article posted by Bill Bachrach
Going beyond a surface-level interest in your clients' lives could lead to more sales and prospects.

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Practice Management »

3 steps to accessing employees in a resistant environment
Article posted by Michael Kuhn
Selling a process rather than a product can help you connect with prospects.

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Technology »

Free mother’s day gift for your clients provides business development opportunities for you
Article posted by Steve Drozdeck
Mother’s Day is a great opportunity to touch base with clients, co-workers, associates and others who have contributed to your success to let them know you appreciate them.

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Social Media »

Carley Meiners
The future of life insurance, millennials and how advisors can better serve their female clients
Article posted by Carley Meiners
As part of our women in finance series, we spoke to Penn Mutual CEO Eileen McDonnell on how she got started in the industry, the role women play in the industry and how Penn Mutual is creatively bringing millennials into their practice.

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