Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
4 ways to build trust through your Web site
By Aaron KassoverPrice, product, convenience, and understanding a policyholder's needs are just a few of the reasons why a consumer might buy from one agent instead of another. Underlying every reason is one constant: Trust.
March 31, 2010
7 ways to warm up a cold prospectSuccessful salespeople understand that making the sale has much more to do with developing trust and rapport than it does with issues of lowest price, highest quality or the largest company.
March 31, 2010
Make this your game-changing selling yearIn a recent Webinar survey I conducted, attendees identified the two biggest sales challenges they face:
March 31, 2010
How to warm up a cold prospectHere are seven easy tips to build rapport and break the ice with prospects.
March 03, 2010
The number one sales key: Listen to your clientsWhen a client is denied the chance to discuss their needs, a sale is practically out of the question.
February 09, 2010
Edelman: Trust In Insurers Creeps Higher (CORRECTED)U.S. consumers may trust insurers slightly more than they did a year ago, but they still distrust insurers about as much as they distrust media companies.
February 03, 2010
Collective Investment Trusts (or CITs) Gaining MomentumCITs' fees can be lower than those of actively management mutual funds, and they are overseen by banking regulators.
January 01, 2010
The Power of EmpathyThe fraud perpetrated by Bernie Madoff and abetted by Ezra Merkin, a money manager and financier, could succeed in part because the "weapons of influence"...