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Sales and Marketing »

kstartt
Does rolling the dice put retirement income on ice?
Article posted by Kevin Startt
We use many parables, stories, object lessons, and metaphors to help explain complex financial instruments, and the utilization of a set of dice helps explain exactly what our clients might expect from an index annuity after rolling their money over from a 401(k) plan to an IRA rollover using a pension-like stream of income.

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Prospecting »

Nichole Morford
100 best sales & marketing ideas: 61-70
Article posted by Nichole Morford
Texting makes life (and prospecting) easier and more efficient.

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Practice Management »

marlin0a1b25
To sell more permanent coverage, stop selling death insurance
Article posted by Marlin Bollinger
Together, we can embark on a campaign to expose potential clients to the products and services they truly deserve from the life insurance industry.

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Technology »

Nichole Morford
100 best sales & marketing ideas: 71-80
Article posted by Nichole Morford
Here's how to refresh your sales routine: Document your successes, befriend a devil's advocate and become a branding strategist.

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Social Media »

Nichole Morford
100 best sales & marketing ideas: 81-90
Article posted by Nichole Morford
Want to gain (and keep) more clients? Avoid sticker shock, make prospects laugh and craft a memorable user experience.

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