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Tag Archives: annuity appointments

3 Sales questions that are key to sparking action

In a recent article by Jill Konrath, she discusses key questions to ask in a sales situation and why.  First start with a question about their current situation, then move onto finding out what their challenges have been recently and what hurdles they’re currently facing, and finally, what have they been doing to combat these  Click to Continue


How Can I Pay for College

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money  Click to Continue


Cold Calling and Telemarketing

Cold calling in one of the most old school methods of generating insurance leads.  It can be as simple as an agent dialing numbers from a local Chamber of Commerce business list to a predictive dialer calling with an automated insurance massage that prompts a person on the other end to press 1 to talk  Click to Continue


GAO’s Advice?

“The risk that retirees will outlive their assets is a growing challenge,” according to a study from the Government Accountability Office scheduled for release today. Increased life expectancies and health-care costs coupled with declines in financial markets and home equity over the last few years have “intensified” workers’ concerns about how to manage their savings  Click to Continue


Social Media and Today’s Financial Advisor

Tom Groenfeldt is a contributing writer for and recently wrote this piece regarding today’s Financial Advisor and their use of social media.    Keeping up with social media is not easy, says Sarah Carter, vice president of marketing at Actiance, a California communications compliance firm that was known as FaceTime Communications until January.    Click to Continue


4 lead generation mistakes to avoid

Last week I presented some lead generation mistakes to avoid, including banking on the “one-contact close,” mistaking email for a CRM system and not purchasing qualified leads. Here are three more. 1. Failing to nurture a “colder” lead. Leads need to be nurtured. Difficult economic times slow buying decisions. Those decisions will be made eventually,  Click to Continue


Retirement Options

Nice article on 401k’s , IRA’s etc and the different options that are present throughout.         The Retirement Think Tank