Develop Tools For Selling, Up-Selling And Cross-Selling
By Maura KautskyDevelop Tools For Selling, Up-Selling And Cross-SellingByAre you looking for leads in all the right places? There are many cost-effective ways for you to promote ...
November 06, 2003
Agency Succession Planning: Options And OpportunitiesAgency Succession Planning: Options And OpportunitiesOn a weekly basis, we confront countless agency owners who have spent their entire careers in the business. They now ...
November 06, 2003
Avoid Evaluating Risk Products With INvestment ToolsAvoid Evaluating Risk Products With Investment Tools ByHonolulu "There is a lot of controversy in the press about variable products and their use," said Terry ...
November 06, 2003
Prospecting Ideas For AdvisorsBy"Thars gold in them thar hills!" You still can almost hear the echo of those words shouted over 100 years ago as miners young ...
November 06, 2003
The Beneficiary Controlled Trust Allows Many OptionsThe Beneficiary Controlled Trust Allows Many Options BySuppose youve been advised that your wealthy great uncle recently has passed away. Being his favorite nephew, he ...
November 06, 2003
Designing The Trust To Maximize ResultsDesigning The Trust To Maximize ResultsOnce it has been decided that a Beneficiary Controlled Trust should be used, the design of the trust to achieve ...
November 06, 2003
Need Additional Support? Look To Your Internal WholesalerNeed Additional Support? Look To Your Internal WholesalerByMany of todays financial services professionals are faced with challenges they never experienced before. Recent levels of market ...
November 06, 2003
Time To Act On Split-Dollar 'Safe Harbor' ProvisionsTime To Act On Split-Dollar Safe Harbor ProvisionsByThe good news is that the Internal Revenue Service has issued rules finalizing the previously proposed split-dollar regulations ...