Changing LTCI sales approaches
By David PortLTCI can seem like a particularly tough sale to make. This article explains why with a little self-education, some persistence and plenty of patience, a smart advisor can add it to a profitable portfolio of products.
July 01, 2007
VA Suitability More Important As Boomers Age, Regulators SaySuitability in variable annuity sales is becoming an increasingly important issue as the "baby boomer" generation approaches its senior years, according to state and federal ...
July 01, 2007
SEC Official Offers Road Map Of Priority ProjectsThe consequences likely to be faced by insurers crafting new products for the "baby boomer" generation are just a few of the issues the Securities ...
June 30, 2007
A few good compliance officersAlmost four in 10 financial advisors have been told by compliance officers they could not engage in an activity the advisor knew was both legal and within regulations. Yikes. That is the most troubling finding of a new study of 100 financial
June 30, 2007
Changing LTCI sales approachesLTCI can seem like a particularly tough sale to make. This article explains why with a little self-education, some persistence and plenty of patience, a smart advisor can add it to a profitable portfolio of products.
June 30, 2007
Make the most of face timeFinancial advisors spend a lot of their day in front of people. Whether they are presenting seminars to large crowds or seeing people in their office, advisors log many hours of face time every week. Many of them excel in this area of their
June 30, 2007
Marketing that builds trustIn a world where consumers are literally overwhelmed by marketing images - from the flashing ads on their Internet browsers to the fistful of flyers and direct mail pieces that choke our mailboxes every day - financial advisors often find themselves