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Tag Archives: annuity marketing

Are you getting leads on Cinco de Mayo?

What is your current marketing program?  Do you have a marketing program that will generate leads even when you’re not there?  It’s probably too good to be true to have leads coming in when you’re not physically there doing seminars or workshops…   You can take it from Retirement Think Tank that it “is” possible  Click to Continue

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Retirement Calculators and Social Media Popular Among Younger Retirement Plannners

According to a survey of 6,360 people conducted by American United Life Insurance Company, more than 60% of retirement plan participants under age 40 found online retirement calculators the most helpful in retirement planning, compared to 51% of those 41-50, and 41% over the age of 50.  The under 40 group also found mobile apps to  Click to Continue

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Will Your House Pay For Retirement?

Read a piece this morning on Marketwatch on a subject that is much more common than even I thought.  There are so many ways that people are banking on to fund their retirement it ceases to be amusing anymore.  The one I hear the most would be to sell their business.  “Oh I’ll just sell  Click to Continue

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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

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Finding A Job After 50

Personal finance writer Kerry Hannon presents the dos and don’ts of making a job change for 50+ job seekers.   Story Highlights   Advice for 50+ job seekers pursuing on encore career At least 60% of those surveyed have seen age discrimination in workplace On average it takes someone 55 or older three months longer  Click to Continue

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401K Is Not An Emergency Fund

Your retirement plan is not an emergency fund. Car troubles, uninsured medical expenses, house renovations, and other everyday items are not great uses for money that you have invested in your retirement fund. You should not use your 401k as an emergency fund. It was not designed for that, and you potentially ruin the benefits  Click to Continue

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