Senior Market Advisor November 01, 2009
Cover Story
The new wave of advisors
There's a new generation of advisors who are sweeping through the industry.
Inside the Boomer Mind
-
Living with the "new normal"
The United States may be starting to pull out of its worst recession since the 1930s but Americans of all generations, including boomers, are vowing not to return to their free-spending ways.
Feature
-
The essential guide: Long Term Care
Long term care insurance should be the ideal product for the baby boomers.
-
10 for '10: Sales tactics that work in today's world
The meltdown happened. Then came the aftermath--investors in retrenchment mode, advisors doing damage control, everyone licking their wounds.
Up Front
-
AARP: Partisan reformist or impartial advocate?
AARP: Partisan reformist or impartial advocate?
LTCI Insider
-
The 10 Commandments for better placement
I believe if you properly prepare for the appointment and conduct an appropriate face-to-face presentation, then you will get a high percentage of the sales and have very few policies fall off the books.
Annuity Advisor
-
Looking for the magic phrase
If you're not closing as many sales as you'd like, you need to listen to what you are saying and figure out whether even you'd buy from you.
Marketing Playbook
-
Gain new clients in a volatile market (part 2)
Be armed with at least three solid stories of your clients who weathered bad or volatile markets in the past and came out ahead using your advice.
Ethics in Action
-
How to fight clean and win
All marketplaces have slimy competitors.
The Motivated Seller
-
Contests can increase sales and boost morale
When times are tough and prospects seem to be holding on to every dollar, your job as a sales manager is more important than ever before.
The Close
-
Dealing with retirement myths
The richest generation of all time is now experiencing the effects of our recession.
Seniors Speak Out
-
Have you made any changes to your lifestyle/investments since the economic downturn?
Have you made any changes to your lifestyle/investments since the economic downturn?
-
How did you come to know your current financial advisor?
How did you come to know your current financial advisor?
Vitals
-
Letters to the Editor
I don't recall ever hearing what this new health plan would look like.
Red Flag Reminder
-
Regulator targets use of mortgage money for securities
If you're considering asking clients to fund the purchase of a security by refinancing their mortgage or taking out a home-equity loan, watch out.
Marketing
-
10 ways you could be killing your online marketing
Online marketing is an easy and inexpensive way to build your business, but there are some things to keep in mind. Keith Webb outlines 10 missteps that could be your downfall.
Prospecting
-
Commit to building your referral business
Referrals are always terrific, but they mean even more in a down economy.
Lead Generation
-
Everybody's looking for leads
Everybody's looking for leads.
