Time for a Transition (III): Niche Marketing
By Marie SwiftOne way to expand your existing practice is to target a market, which is what financial advisor Sammie Gatti did in Dallas by going after women working for Texas Instruments.
November 17, 2009
Lead generation: Make your leads countAs we wrote in an earlier news item the January issue of Senior Market Advisor magazine will showcase a new annual feature: the "50 Best Ways to Generate Leads."
November 17, 2009
Genworth Financial Companies introduces new breed of Universal Life InsuranceGenworth Financial, Inc., Richmond, Va., has introduced Colony Term UL, a new breed of universal life insurance that is competitive with term life insurance.
November 17, 2009
What Tech Tools Could Your Insurance Practice Use?The other day, I received an email pitching a story about Web 3.0.
November 17, 2009
Small changes now can help women retire more comfortablyQ. What special needs do boomer women have in planning for retirement? How do I help my clients overcome these challenges? A. Everyone is finding preparation...
November 17, 2009
A Modest Proposal for a New Warning Label for All Non-Fiduciary Advice-GiversIt's recently occurred to me that the current debate over a fiduciary standard for financial advisors has been focused on only half of the issue:...
November 16, 2009
What Tech Tools Could Your Insurance Practice Use?The other day, I received an email pitching a story about Web 3.0.
November 16, 2009
Mr. Dodd's Message from WashingtonNow that we have heard from both the House and Senate committees on finance and banking about investor protection, let's not misinterpret what they are saying.
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