August 01, 2008
The final word on final expense"When most advisors and agents consider final expense, they think of the old traditional final expense product..." "2002 brought change to the final expense playing field. A revolutionary product was designed and
August 01, 2008
Mistakes advisors makeWhat are some of the most common mistakes advisors make when it comes to referrals? Our experts point to these: Not asking for them. Enough said. Being too aggressive. Yes, advisors must ask, but coming on too soon or too strong can doom
August 01, 2008
Reward SystemWarren Financial Service in Lineville, Pa., employs a referral system that rewards clients for pointing their friends and family toward the practice. The company pays members of its Referral Club for referrals that work out. Warren Financial is a
August 01, 2008
Reward SystemWarren Financial Service in Lineville, Pa., employs a referral system that rewards clients for pointing their friends and family toward the practice. The company pays members of its Referral Club for referrals that work out. Warren Financial is a
August 01, 2008
Tax breaks loom largeInsurance carriers have Uncle Sam partially to thank for the public's apparent growing interest in combination life insurance-long term care insurance products. Effective Jan. 1, 2010, new provisions adopted as part of the Pension Protection
August 01, 2008
How to build your community reputationJoin a group which supports a goal you feel strongly about. Put the group's goals ahead of your own. Take a leadership position, i.e., head a committee. Budget a reasonable amount of time to help the group. Be realisti
August 01, 2008
Tax breaks loom largeInsurance carriers have Uncle Sam partially to thank for the public's apparent growing interest in combination life insurance-long term care insurance products. Effective Jan. 1, 2010, new provisions adopted as part of the Pension Protection
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