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Exclusive

Freedom to Launch: How to Find Your Big Zig

April 11, 2012

Jon Goldman reveals his “magic formula” that helps maintain balance between working in your business and working on your business…

Exclusive

Three Must-Have Conversations with People You Know

April 11, 2012

Talking finances with friends can be complicated – learn what to say in three unique scenarios…

Exclusive

Three-Legged Retirement Stool Part I: Social Security

April 5, 2012

Two numbers bear mentioning when trying to understand the special challenges that the affluent face with regard to Social Security being a viable portion of their future retirement income: $110,100, and $2,513…

Exclusive

Help Clients Customize Group Benefits Programs

March 28, 2012

One of the most important things a potential employee looks for, aside from salary, is what the company is offering in insurance programs and retirement planning…

Exclusive

The Power of the Mastermind: A Hidden Gem for Prospecting Success

March 21, 2012

Mastermind groups are a way to find qualified prospects that match your ideal client that you’d like to clone – without breaking the bank…

Exclusive

Annuity Anxiety

March 18, 2012

Research shows that your clients’ lack of faith in products and carriers are making them uneasy with this investment option…

Exclusive

10X Growth Formula: Dan Sullivan Shows How to Create a Booming Business

March 15, 2012

If you have been trying, and failing, to break out of a sales slump, Dan Sullivan has news for you: stop thinking you’re an insurance agent…

Exclusive

Annuities Cure Asset Loss From Health Expenses

March 15, 2012

Use annuities to create concrete financial plans that provide an income stream that withstands all medical costs throughout retirement…

Exclusive

Frequently Asked Questions about Life Insurance Beneficiaries

March 2, 2012

Building personal relationships with clients is just as crucial as the next sale, and one way to do this is to have all the information they need so you can fully answer all of their questions…

Exclusive

Today’s Life General Agency: What It Does Best

March 2, 2012

How viable is the general agency moving into uncharted territory in a world of “soft-marketing” and “information is king” mentality and transparency?…

Exclusive

Tapping the IT Market with Technology Insurance?

March 2, 2012

It’s no secret that the U.S. information technology sector is one of the fastest growing industries we have – but if your agency isn’t taking advantage of technology companies, what are you waiting for?…

Exclusive

Planner’s Guide to the 1040 Form

February 29, 2012

Unlocking the annuity and life insurance planning opportunities that other financial advisors are out of position to pursue…

Exclusive

Help Businesses Grow With Risk Management Solutions

February 21, 2012

Certain incidents can cause companies to suffer financially, whether it is property damage or a liability issue – can your agency help if a business owner comes to you for risk management assistance?…

Exclusive

Purchasing Power Principle

February 15, 2012

A comparison with the S&P 500 shows how indexed annuities are the better guard against inflation and can protect clients’ purchasing power…

Exclusive

Reboot Your Marketing: How Technology Has Changed Prospecting Forever

February 15, 2012

New strategies like social media and viral marketing are changing the way we do business – has your marketing plan adapted as well?…

Exclusive

Are Your Clients Tax Diversified?

February 15, 2012

Strategy Overcomes Uncertainty: Since we can’t predict the future of income tax rates, position clients so that they will always be in the most advantageous place possible…

Exclusive

What’s the Best Age to Purchase Life Insurance?

February 6, 2012

Many clients often question which age is the best age to look into this policy and, to be honest, there is no specific age; there are, however, a few factors that can hint towards what time is the right time…

Exclusive

Using Google+ for Insurance Marketing

February 6, 2012

Why is Google+ the way to go for insurance marketing agencies? Because it seems to becoming more of a comment and discussion generator than Twitter…

Exclusive

How to Get the Attention of a High-Profile Prospect

January 12, 2012

From background research strategies to utilizing a mutual friend – here’s how you can get the attention of a high-profile prospect in your community…

Exclusive

The Art of Creating a Blended Financial Plan

January 11, 2012

A great advisor helps clients see their “life picture” by turning their passions into a sound investment strategy that paints a promising financial future…

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