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Life insurance sales »

Joe Arak
5 ways to help someone in need (even when you have no time, money or resources)
Article posted by Joe Arak
These kinds of thing happen all the time. But when it happens to someone you know well, you pay more attention.

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Life products »

Norm Trainor
How high performing salespeople persuade
Article posted by Norm Trainor
Are there qualities or attributes that enable the best salespeople to be persuasive? I have only been able to identify one.

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Estate Planning »

Curtis Hawks
Reaching across generations
Article posted by Curtis Hawks MBA
While you should absolutely maintain a steady stream of new faces, there are several opportunities for you to grow based on the individuals you already work with. Referral sourcing is one way. Another way — and one greatly under-explored — is generational service; that is, retaining assets when the spouse of a client dies and taking on their children when both parents die.

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Combo Products »

kstartt
Dave Ramsey's debunking debacle on retirement income
Article posted by Kevin Startt
Quite candidly, I agree with about 90 percent of what Dave has to say in his many books and through Financial Peace University. He has helped my family and many of my client’s family’s as well, but I have a couple more bones to pick, in addition to what other advisors have said, that I believe are legitimate.

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Life Settlements »

James Katzaman
It’s academic: Families want financial help for college
Article posted by Jim Katzaman
Pursuing college and higher education is still a dream for many American families. The number of families who need the planning and resources that a knowledgeable advisor can provide has never been higher. The more time you take to equip yourself to help more families, the closer you are to achieving your own entrepreneurial goals.

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