You are under the microscope ...
By David PortThe heat is on life insurance producers, particularly in the area of suitability.
September 01, 2009
Avoid testimonial MISTAKESCustomer testimonials are like gold for senior advisors.
September 01, 2009
Make opportunities from objectionsTop Ten Selling The best salespeople know that an objection from a prospective customer is an opportunity. It is a clear sign that the prospect is giving your product or service consideration and may be on the verge of buying. The best salespeople
August 31, 2009
Boomers wrong on health costsAccording to a new survey, Americans are dramatically underestimating their retirement health care costs and insufficiently planning as a result. The July survey of something called...
August 31, 2009
Listen to ChuckWhen Chuck Schwab talks do people listen? They ought to--even when he is off base, as he was in an August 19 opinion piece, "Brokers Aren't Responsible for Bad Bets," in The Wall Street Journal.
August 31, 2009
Conservative moves hurt near-retireesRecent data suggests 401(k) investors are reacting to stock market declines by plowing money into conservative investments such as stable-value funds. But a new study shows...
August 31, 2009
Tax-deferred plan limits may dropAs Market Watch's Robert Powell notes, it's starting to seem like retirees and those saving for retirement can't catch a break. "First comes news that there...
August 31, 2009
Advisor confidence bounces backIn August, advisor confidence in the economy and the stock market increased, according to Rydex|SGI AdvisorBenchmarking. The Advisor Confidence Index (ACI) -- a benchmark that...
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