Five steps to successful prospecting
By staff WriterProspecting cannot be sporadic. It must be a regular part of your business - just like quoting, follow-up case management and customer service. By establishing a disciplined approach to marketing, agents can establish a regular flow of leads that
November 11, 2007
Destructive ObsessionsRecently one of our neighbors shared with me an article written by her teenage daughter, Katie, for her high school newspaper. The article was titled ...
November 05, 2007
Customizing Your CRMThere are a lot of tasks that must be performed in order to build a successful advisory business. Each task must then be analyzed and...
November 04, 2007
Go ProactiveWhen conversations in my community turn to today's economy, I am repeatedly asked, how did this happen? Why is the stock market so crazy? Will ...
November 04, 2007
Breathing Easy After October 19thExperienced insurance professionals are tapping their desks right now, saying, "Uh-huh, I knew that was coming."On Oct. 19, 2007, the Dow dropped nearly 397 points, ...
November 01, 2007
The Long and Winding RoadSix months have passed since I became an independent advisor and it has proved to be a very interesting period, to say the least. At...
October 30, 2007
Recent Social Security cost-of-living adjustments2008: 2.3% (avg. senior with benefit of $1,079 will see increase of $24 per month) 2007: 3.3% (avg. senior with benefit of $1,011 saw increase of $33 per month) 2006: 4.1% (avg. senior with benefit of $963 saw increase of $39 per mont
October 30, 2007
Take advantage of increased LTCI deductibility limitsThe Internal Revenue Service (IRS) has announced increased deductibility levels for long-term care insurance policies purchased in 2008. Millions of small and mid-sized business owners are still unaware that the cost of long-term care insurance
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