Are you making the most of face time?
By Staff WriterLorne S. Marr Insurance Services Ltd., a Toronto-based insurance company, highlights these universal tips for meeting a prospect face-to-face.
June 16, 2009
Advisor alert: You win with trustIt's clear. The results are in. Overwhelmingly, seniors are telling us that "trust" is the number one factor that earns (and keeps) their business.
June 16, 2009
Americans' financial retirement confidence dropsIn the latest results from the Retirement Confidence Profile (RCP), a survey developed by clinical psychologist Dr. Bill Roiter, Americans' financial confidence in their retirement has dropped six percentage points. The results studied the timeframe between May 2008 and May 2009.
June 16, 2009
Life insurance lags at start of '09Life insurance sales plummeted in the first quarter of 2009, the steepest quarterly drop since 1943, according to newly released data from LIMRA International. Premium from...
June 16, 2009
Three steps to achieve your goalsTop Ten Selling Step One: Define the goals, measurements, responsibilities and timeframes for completion. Jim missed his quota last year because of unexpected customer cancellations. He realized that he needed to do a better job of follow-up and
June 16, 2009
Three steps to achieve your goalsTop Ten Selling Step One: Define the goals, measurements, responsibilities and timeframes for completion. Jim missed his quota last year because of unexpected customer cancellations. He realized that he needed to do a better job of follow-up and
June 15, 2009
Are your clients ready to pay for home care?1.2 million -- Number of people served by state-funded home care services in fiscal year 2007. 63% -- Percentage of state-funded home care services that…
June 15, 2009
FINRA campaign aims to help older investors crack down on fraudInvestment fraud. It can happen to you. A clear message now being issued by the Financial Industry Regulatory Authority. The regulatory agency is working to clean...
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