This may be a great time for you to re-evaluate issues or decisions you’ve made if COVID-19 has impacted you in some way.
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5 key elements to a leveraged planning elevator pitch
Elevator pitches – the long-time short-message strategy that insurance agents have been employing for years – can be extremely difficult to nail. In a matter of moments, you not only have to get your prospect’s attention, but also make the information presented compelling enough to keep them interested.
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Should your clients be worried about Social Security?
With more people living longer and some retiring earlier than the historical norm, is Social Security on the brink of insolvency?
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Retirement readiness harder to come by for women, study shows
Many women don’t have the financial resources to retire and still maintain their standard of living.
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Should you offer a financial wellness program to your key employees?
More business entities are offering financial wellness programs for their staff. Should yours?
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How premium financing may help address long-term care needs
Premium financing may be able to make poor health in your golden years more affordable.
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Why banks are best for your business lending needs
Here are some of the typical aspects that are part and parcel of working with a private originator and why banks serve as the smarter, safer alternative.
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Why working with a financial advisor helps you achieve retirement freedom
Some of your potential advisees may not be fully convinced that investing in professional wealth planning advice is really worth it.
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Poll: Parents obligated to leave inheritance, most millennials say
Though effective estate planning can take several years to set up, many adult children say that this is something that shouldn’t be too strenuous for themselves to cull together, thanks to the financial obligations parents have to their offspring, a recent poll has found.
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How to build ties with your business owner clients
The following are some key tips in how to build relationships with your business owner clients.
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