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Category: Financial Services

Going up? These tips can help you land your next client before the elevator reaches your floor.

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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There's a generational divide among Americans regarding what parents are financially required to do before passing.

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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