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Amy McIlwain
5 things most financial advisors don't know about email marketing
Article posted by Amy McIlwain
With segmented or “trip-wire” email marketing, it is possible to deliver targeted messages that directly meet the unique interests and needs of prospects. Here are a few steps you can follow to develop lead-nurturing e-marketing campaigns that transform prospects into clients.

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Life products >>

Matthew I. Zik
16 of the most confusing life insurance terms
Article posted by Matthew I. Zik
A short list of the most perplexing — and humorous — life insurance terms.

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Estate Planning >>

Julius Giarmarco
Exercising substitution powers
Article posted by Julius Giarmarco
Besides being a safe way to create grantor trust status, a swap power gives the grantor the absolute right to reacquire a trust asset, provided “equivalent value” is paid to the trust. Therefore, the grantor does not have to convince the trustee to sell the asset to him or her. Following are some common situations where exercising the swap power can be helpful.

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Combo Products >>

Dick Reynolds, CLU
Are you missing out on life (sales)?
Article posted by Dick Reynolds, CLU
Many agents work in markets selling annuities or Medicare products where prospects miss out on a life product they would have actually bought had the agent known to ask a couple of simple questions.

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Life Settlements >>

Vanessa De La Rosa
6 celebrity estate planning lessons from 2014
Article posted by Vanessa De La Rosa
Take a look at these six celebrities’ estate plans from 2014 and see who prepared well and who could have planned better to secure their final wishes for their fortunes and loved ones.

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