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© Copyright 2007


MAY 2007

Why VAs could be the right investment option for your client
by Mitch Politzer

There's no doubt that, in recent years, annuities have become a sensitive subject
for many advisors: concerns about annuity expenses, news of inappropriate practices with seniors, complicated policies with too many confusing riders to choose from, the endless jargon… it seems like the list just goes on and on.


You Are Very Likely ToBe Sued!
Here's How You Can Be Likely To Prevail! Why Are So Many of America's Most Successful
Financial Advisors Members of FA Legal? PartII

A Financial Services Journal On-Line Interview With
Jerry L. Reiter
Chief Executive Officer
Financial Advisors Legal Association
By Forrest Wallace Cato, RFMA, RTIC, RFC

The leaders join to protect themselves and their practice. They want to be around to serve clients for the long-term. They are aware that financial advisors are now the number one litigation target! It is not a matter of if they get sued but when! They are aware that the cost to settle the average lawsuit is now over forty thousand dollars!


Athletes Train: Why Don't You?
by Susan A. Friedmann
There's nothing like watching an athlete at the top of their game -- the sprinter racing to the finish line, the star center sinking the game winning shot. They make it look absolutely effortless, as if it was the most natural thing in the world for them to perform that well.
A Question for Sales Executives:
Would you do business with your own company?

by Dave Paradi and Richard Peterson

When is the last time you actually saw one of your sales professionals do a presentation to a client? Would you do business with your own company after that presentation? We have had sales executives in shock after seeing their firm's presentation. It is not uncommon for a sales Vice-President to scratch their head and wonder why the client continues to do business with their firm. If your sales presentation is anything like the ones we see regularly, you wouldn't do business with your own company either.
Getting Organized Once and For All
Bob Arzt, CLU, ChFC, LLIF
Perhaps the most frequent questions I receive in my sales coaching practice are, “Can you help me get organized once and for all?” or “I don’t have enough time each day to accomplish everything that needs to get done; can you help me?” Are these people saying that they don’t know how to get organized? I think not. Most people already know what to do to solve a problem or initiate a new goal or strategy.
IF YOU WANT TO GET CLIENTS,
YOU'LL HAVE TO TALK TO THEM

C.J. Hayden, MCC
"I've done everything I can think of to get clients," a desperate self-employed professional writes. "I printed a brochure, I have a web site, and I've placed ads. But no one is hiring me. What am I doing wrong?"
Insurance Agents Are Like Toasters
by Michael Beck We work in a unique industry – one in which insurance agents are like toasters. Let me explain…
Asset protection planning: your clients can’t afford not to plan
by Aaron M. Reed
Every 30 seconds a new lawsuit is filed in the United States. Approximately one in every 10 adults will be sued each year. The number of civil judgments over $1 million is rapidly increasing. Self-employed individuals and business owners face a 33 percent chance of being sued. These statistics are staggering. If these statistics do not convince you of the need for asset protection planning for your clients, then consider the following risks.
 

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