|  It
Tastes Expensive… And Is!
by Ed Morrow, CLU, ChFC, CEP,CFP®, RFC®
One of the world's most successful advertising
campaigns was built around this message. You can employ
the same psychology and techniques in your practice
– to elevate it to another level.
A
Young Spouse Lowers RMDs and
Increases Portfolio Value for Older Retirees
by Kevin J. Sigler, PhD, CFP
Not only do older people marrying younger spouses
make them the envy of onlookers but it may have serious
implications on Required Minimum Distributions (RMD)
from their retirement accounts and the value of their
retirement portfolios. In this article I calculate the
RMD for a retiree with a spouse the same age and also
with a spouse more than 10 years younger. I demonstrate
the effect the age difference between spouses has on
the size of the retiree's RMDs and in turn on the value
of her overall retirement portfolio over five years
of distributions.
 Begin
at the Beginning: Secrets for Success
by Susan Friedmann
You never get a second chance to make a first
impression. Beginning well's means you're half done.
Once you've established a rapport with the client, once
that positive foundation has been laid, the hard work
of negotiating a deal and closing a sale becomes so
much easier.
 Six
Powerful Prospecting Tips
by John Boe
Why is it that some sales reps consistently earn a six-figure
annual income while other reps, putting in the same
hours, selling the same products and trained by the
same sales manager struggle each month financially to
make ends meet? The answer to this question is painfully
simple; the six-figure sales reps spend more time on
the phone and never forget to ask for referrals!
 How
to Drive Agent Production
by Michael Beck
Managers and company executives often
want to discover the magic words or special promotion
that will universally cause their team of agents to
begin writing more business. At the very least, they
want that elusive solution that will spur stagnant agents
to take action and write business. So what is the secret
formula, special promotion or magic phrase? You already
know the answer to this... There are no special words
or promotions that will cause weak performers to become
strong. Which brings me to my philosophy regarding influencing
agent production. |
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 The
Art of Using Illiquid Income Investments
by Donald Moine, Ph.D.
Millions of Americans, especially the 70 million Baby
Boomers who will be retiring in the next few years,
are more interested in investment income than in capital
appreciation. The change from a focus on growth to a
focus on income is the greatest shift in the public's
investment values in the past 50 years and it may be
the most powerful practice-building opportunity of your
career.
 Five
Killer Life Insurance Marketing Strategies
by Lew Nason
Take the time today, to review your current customer
database to determine whom your best customers are and
what they have in common. What makes them your ideal
prospects... Are they married? Do they have children
at home? Are they homeowners? What's their income range,
profession, ages, etc! What do they have in common with
you?
 Building
A Better YOU & Marketing YOU!
Stan Hustad
(Ninth in a series of articles on personal growth
and performance improvement)
"Remember, adversity is part of the plan."
It was a coaching reminder of a personal truth that
has been confirmed by many colleagues and clients. Success
in any worthwhile endeavor comes through hard work and
persistence in the face of great difficulty. Men and
women who are worthy of our trust and who have the wisdom
to make good decisions, have been through the fire.
You
Too Should Avoid
Working For No Pay, But ...
by Forrest Wallace Cato, RFC, RFMA, FMM, CPC,
CRR
The forthcoming book Terrible Truths About Financial
Planning is a discourse on my unique experiences
gained while reporting on financial planning, and while
working as a multinational media advocate providing
image branding for some of the world's premier financial
planners, insurance agents, and other financial professionals.
For over two and a half decades I've been involved in
these pursuits.
 Best
Salesperson in the Company Should be the CEO
by Roy Chitwood
As CEO's become more and more removed from
the daily operations of their companies, they also become
disconnected from the source of their companies' livelihood
- sales and the process used to generate them. |
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