AUGUST, 2001

Article Submission

Journal Archives

ABOUT FSO


Carolyn Hersman, Editor

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ABOUT NAIFA

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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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.

   

 
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


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

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.


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