Investment VIPs
Prospecting for New Clients: Set the Right Tone, and Expectations
By Mike PattonWhen I lost my first client in five years, it led to some soul searching, and some insights to share with my fellow advisors.
June 24, 2013
Mass affluent market: Your ideal pool of prospects?The mass affluent market is appealing to an increasing number of producers, and with good reason.
June 24, 2013
The Threat Posed by a Declining ChinaAn exploration of why Chinas decline is likely to be a lot less peaceful than its rise.
June 21, 2013
LIMRA study reveals importance of agentsClaimants were more likely to give high marks to insurers when they worked with an agent.
June 21, 2013
Annuities: Heading into summer 2013With state legislatures winding down business, now is a good time review changes to annuity regulations.
June 21, 2013
Annuities: Heading into summer 2013With state legislatures winding down business, now is a good time review changes to annuity regulations.
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