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Weekly Newsletter May 29, 2013

May 29, 2013 SALES ARTICLES The full-service fiduciary Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready? Plan for today, tomorrow and the future Having a succession plan in place is good for you...

Weekly Newsletter May 22, 2013

May 22, 2013   SALES ARTICLES Change: There’s a middle option Relax. Industry change is real, but it’s not as scary as you think. Tell a better story What we say about ourselves can make us better or worse. Generation stress Young people in this country...

Weekly Newsletter May 15, 2013

May 15, 2013 SALES ARTICLES Do you attract new business, or pursue it?If you want clients to come to you, give them multiple reasons – and many ways to find you. Busy work is for the beesWant more time for selling? Follow these three steps. How to sell the way...

Long Term Care

Confused about LTC vs Medicaid Go to our web site; Agent Toolkit and click on Brainshark LTC vs Medicaid – What You Should Know

Weekly Newsletter May 8, 2013

May 8, 2013 SALES ARTICLES The Boston Marathon: One advisor’s storyFinancial advisor Jeff Breese returned from Boston with a medal for finishing the marathon – and with an acute awareness of the importance of what he does for a living. Help your clients...