A list of words that are forbidden for use in life and annuity advertisements.
Here are a few noteworthy quotes from Monday’s presenters:
“If you’ve got a client where one or both spouses have children from another marriage, and each wants to protect her or his own kids, this is an area where life insurance is a terrific opportunity. Huge.”
--Philip Kavesh, J.D., LL.M., active principal of the law firm of Kavesh, Minor & Otis, and president of The Ultimate Estate Planner Inc., Torrance, Calif.
“High performance is almost always a function of providing fewer services and projects for more focused group of prospects. Less is definitely more.”
--James W. Ruta, BA, RHU, founder, CEO and president of Expert Institute,Toronto, Ont., Canada
“Like an IRA or 401(k), your brain is a self-directed investment vehicle. You have a fiduciary responsibility to ensure that your brain is not stuck and is fully invested in overcoming challenges to achieve your personal and professional goals.”
--Phyllis T. Strupp, MBA, founder of Brain Wealth, Scottsdale, Ariz.
“The next time you are on the appointment with the husband and wife and the kids are playing, remember, your No. 1 job on that appointment is to stick up for the kids.”
--Tom Hegna, CLU, ChFC, president of TomHegna.com, Fountain Hills, Ariz.
“Instead of spending all your time working in the business and in your personal life, don’t you owe yourself at least an hour to work on your business and on your personal life?”
--Richard W. Sawyer, CLU, ChFC, insurance and financial advisor and past president of Norton Financial Services, South Portland, Me.
“There is something really quite extraordinary about the age we live in. We have choices that have never been possible before in history, because of Moore’s law and the microchip and the abundance it’s bringing into the world.”
--Dan Sullivan, founder and president of the Strategic Coach Inc., Toronto, Ont., Canada, and creator of the Strategic Coach Program.