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AUGUST,
2001
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Article Submission
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Journal Archives
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Carolyn Hersman, Editor
Financial
Services Online (FSO) is the first and largest financial services publisher and
portal on the Internet. Our publications include Financial E-News, FSO Journal and Messages From The Financial Masters (available at no cost
on our portal located at www.fsonline.com. Daily free inspirational publications include
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| Founded in 1890 as the National
Association of Life Underwriters, NAIFA is comprised of 900 state and local associations
and represents the interests of 90,000 life and health insurance agents and financial
advisors nationwide. Many of NAIFA's members are NASD-licensed registered representatives
or registered investment advisors. Benefits of membership include legislative and
regulatory representation, education and training, and networking opportunities.
The NAIFA umbrella includes the Division of Financial Advisors and three specialty
organizations: the Association for Advanced Life Underwriting (AALU), the Association
of Health Insurance Advisors (AHIA) and GAMA International. |
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LEGAL
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| Please read these important legal notices concerning this publication |
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BUILDING CLIENT RELATIONSHIPS
by Edwin P. Morrow, CLU, ChFC, CFP, RFC
A big challenge
faced by most financial planners is sustaining the client excitement level up throughout
the financial planning process. Although you may have the client really excited during
the initial selling process, as they learn how you can help them accomplish their
goals and objectives that excitement level can drop
once they leave your office.
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LONG
TERM CARE INSURANCE
WHY
YOU MIGHT HAVE TO UNLEARN EVERYTHING YOU'VE BEEN TAUGHT ABOUT SALES TO SELL LONG-TERM
CARE INSURANCE EFFECTIVELY
by Wilma
G. Anderson, The LTC Coach
Here's how can you sell more LTC policies with a ์one-page close.๎ Use these proven
methods during your first visit to the client's home and you're guaranteed to succeed
PRESERVING YOUR ESTATE WITH
LONG TERM CARE (L.T.C.) INSURANCE
PART II
by Mike Palermo
Shopping around can be difficult, because it is almost impossible to compare "apples
to apples."
PERSONAL
GROWTH
A
CURE FOR STRUGGLE
by Charli Lamont Williams,
Personal Success Coach
This column is dedicated to the subject of 'transference:' If you have the ability
in one area, you have the ability - period.
THE DESIRE OF A CHAMPION
by
Paul J. Meyer
INTENSE DESIRE
is infinitely more than wanting or wishing... more than compulsion or stimulation.
Desire is an overwhelming demand for change - a personal war with "things as
they are" and the willingness to make any sacrifice to bring about that change.
MARKETING
HOW
TO EXPLAIN WHAT YOU DO
(So Clients Will Want To Do It With You)
by John
H. Melchinger
In this fast-paced world of bottom-line decision making and "I can get it
for you cheaper" competition mentality, how do you explain to prospects what
you do and why they should be doing this with you?
WEALTH
PRESERVATION
UNDERSTANDING
SECTION 529 INVESTMENT PLANS FOR COLLEGE & ESTATE PLANNING PURPOSES
by Paul M. League,
CFP
Saving for college requires careful planning and a high level of commitment. In fact,
next to retirement, saving for college may be the single largest expense that a family
will bear.
WEALTH PRESERVATION IS KEY
Ray Chodos and Adam Chodos, JD, CPA
For those
who are fortunate enough to have amassed sufficient wealth where money is not a worry,
what could be more important than preserving and protecting the assets which it has
taken a lifetime to accumulate
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Employee Benefits - Ensuring
the Right Fit
by Robert O'Connor
The growing complexity
of employee benefits creates opportunities for administrative and consulting services.
BOOK
REVIEW
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THE 7 DEADLY SINS OF ADVISOR
MARKETING
by
Martin R. Baird
CHAPTER
2
It's not enough
to be great at your profession. You also need to introduce your services and solutions
to new clients. That means you need to be able to market.
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THE
FINANCIAL PROFESSIONAL
KNOWLEDGE
MANAGEMENT
by Bill
Ringle
At a time when
the three R's in business -- recruitment, retention, and retraining -- are being
pressured by industry trends, the idea and practice of cultivating the wisdom gained
through experience of your people has never been more important.
USING PSYCHOLOGY TO IMPROVE SEMINAR
ATTENDANCE
by Michael
Lovas
If you could
name the most important element in any seminar marketing program, what would you
say?
NETWORKING ON STEROIDS
The Brave New Game of Strategic Alliances
by Bruce R.
Wright
Everyday around
the world, thousands of professionals are struggling with why their network of referral
sources produces less opportunities than they would like.
PROSPECTING
7
POWER - PACKED PROSPECTING POINTERS
by Bill
Brooks
In a crowded
marketplace, all other things being equal, the one with the most information, who
applies it most effectively, wins.
ADDENDUM:
This
Newsletter is published by Financial Services Online, Inc. and distributed
on a complimentary basis to members of NAIFA, subscribers of the Virtual
Sales Assistant(TM)
and selected other recipients. It is designed to provide financial service professionals
an overview of the events and happenings that may affect their business. If you would
like additional information on any items or the sources used, please e-mail us at
e-news-list-admin@
e-news.fsonline.com
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