Financial advocate for the family
By Edmond J. WaltersOne of the biggest problems for advisors is overcoming client stereotypes. Clients tend to put advisors in a "box" based on their preconceived notion of the service provided and only share what they think appropriate. When they need
January 07, 2008
Preventing identity theftDon't carry your Social Security card in your wallet. Shred banking and credit information before throwing it away. Don't leave outgoing mail in your mailbox with the flag up. Check for people who might be listening when communic
January 06, 2008
Trend Or Fad?Is a particular new product strain a trend (slow-growing but long-term) or a fad (fast catching but short-term wow)?Insurance professionals, in the field and at ...
January 06, 2008
Prognostication TimeWell, here we are in what is generally the soggiest insurance/political news period of the entire year--that time between mid-December and the first week in ...
January 04, 2008
What I'll Do Different in '08With the New Year here we are presented with an opportunity to reflect on the past and make adjustments for the future. I know we...
December 25, 2007
Retirement preparation30%: Percentage of working households who have not saved anything for retirement; 22% have saved up to $25,000. 61%: Percentage of financial decision-makers who do not know how much they will need to have saved for retirement. 20%: Pe
December 25, 2007
Marvin H. FeldmanMarvin H. Feldman, CLU, ChFC, RFC will succeed David F. Woods, CLU, ChFC, LUTCF, as president and chief executive officer for Life and Health Insurance Foundation for Education, effective Jan. 1. Feldman is currently chairman of the LIFE board and
December 25, 2007
Top sales mistakesNot following the customer's buying procedures. Not listening to the customer's needs. No follow-up. Too aggressive or disrespectful. Offering poor solutions to problems. Making exaggerated or inaccurate claims about pr
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