Follow up with success
By Staff WriterA successful initial meeting with a prospect is wasted if you fail in the next important step: following up. What are the best ways to follow up? That depends on who you ask. So we decided to ask many of you how you do it. What are your best ways...
January 01, 2006
Points of referenceSo, your financial planning practice is up and running. In fact, maybe it has been humming along for several years now, and you've done a fine job for your clients. But you're finding it harder and harder to stay on top of every latest development.
January 01, 2006
The bonfire of the equitiesThe question of whether equity-indexed annuities should be classified as a fixed or variable product was headed for resolution last summer. The NASD in August announced it would issue guidance on the controversial issue, and members anxiously
January 01, 2006
Five ways to generate more leadsIn a world of prospects, it's difficult to know where to start when developing leads. New Jersey-based estate planning attorney Gary Garland says, "Keeping business flowing is the Holy Grail of the estate planner." So how do advisors and
January 01, 2006
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
January 01, 2006
An emerging annuity alternativeThe problem seemed insoluble. Jim needed some of the monthly retirement income his annuity provided but not all of it. And he needed a large sum of cash, fast. It wasn't poor financial planning; life changed for Jim in a way he could not anticipate.
January 01, 2006
3Q Variable Life Sales Slipped 4.6% From 2QVariable life insurance sales with single premiums included at 10% for the 40 companies reporting in the VALUE survey for the third quarter of 2006 ...
January 01, 2006
Medicare Drug Sign-ups Causing Concern Among RegulatorsState insurance regulators are concerned about implementation of prescription drug plans that are part of Medicare legislation.Enrollment in PDPs as a result of the Medicare ...