Build Personality Into The Mix
By Trisha Gallagher BoisvertByProspecting ideas come and go, but the best ones stay around year after year.One way to keep those old ideas fresh is first to consider ...
October 27, 2004
Premium Financing: It's The Retained Capital, Stupid!ByIn the estate planning and wealth transfer markets, much attention has been given to life insurance premium financing. Some commentators have highlighted the strategy?s perceived ...
October 27, 2004
Make April 15 Your Ally For Year-Round Sales SuccessMake April 15 Your Ally For Year-Round Sales SuccessSome agents did very well selling IRAs and related products this past tax season. Others did not.Whats ...
October 27, 2004
Transitioning Live On Assets To Leave On AssetsTransitioning Live On Assets To Leave On Assets Producers can provide a valuable service to their clientsBy Dan Munroe and David BruckmanEvery successful producer knows ...
October 27, 2004
How To Succeed In Sales Without Much TrainingHow To Succeed In Sales Without Much Training Improving your performance in the current lack-of-training environmentBy James M. BensonSales training was once considered essential to ...
October 27, 2004
The Power Of Full DisclosureByOver the years, it has become apparent that too much "hide the ball" selling is going on in the financial services business. The NASD's crackdown ...
October 27, 2004
Probes Are MultiplyingRipples from the broker fee investigation are spreadingBy Jim ConnollyA number of state attorneys general are continuing their investigation of the life and health insurance ...
October 27, 2004
Boomer Diagnosis: Financial ParalysisSurvey finds widespread lack of understanding stymies actionBy Trevor ThomasMany baby boomers are apparently planning to catch up on their retirement savings later instead of ...