Senior Market Advisor February 01, 2010
Cover Story
The ethical advisor: Putting clients first for success
As 2010 gets into high gear and advisors find themselves in the midst of an increasingly regulatory climate, what are the best strategies to maintain an ethically sound business?
Advisors Speak Out
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What book(s) or other media (video, audio, seminars) have had the most influence on your business?
So far, Bill Good in creating a systematic approach to marketing/prospecting/asset gathering.
Feature
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2010 health care watch
For months now, issues regarding health care and health care reform have led the news, prompting Senior Market Advisor to develop its first annual Health Care Watch special feature.
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Finding new markets in life insurance
If your New Year's resolution is to find new life insurance business, you'll have your work cut out for you in 2010,
Inside the Boomer Mind
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The age of reason
The acuity of peoples' financial decision-making peaks around the age of 53
Special Section
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The annuities manifesto
These are volatile times in the annuity market for distributors, producers and end users alike.
Up Front
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Obama takes a bite out of (financial) crime
I ran across an item that begged for inclusion in this column: President Obama is digging in his heels on financial fraud.
That's Life
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Take time and prioritize
The holidays are behind us and the new decade has begun.
LTCI Insider
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A presentation that paves the way (part 2)
Last month, we spoke to Joe Celano, president of INTRX HealthCare in New Orleans, about modifying your presentation to improve your closing rate.
Annuity Advisor
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Objection preemption
Preempting the objection is showing the consumer why the annuity fits their goals in spite of the negative aspects of buying the annuity.
Ethics in Action
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Suitability traps: Don't kick the can (part 3)
As we've discussed over the prior two columns, "kicking the can" refers to engaging in bad habits that could end up hurting you,
The Motivated Seller
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Are you a team player?
Have you noticed that when a sports team wins a hampionship game, both the players and the coaches talk in terms of a
The Close
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Inflation - it's back!!
Last month I said inflation destroys retirements. I want to expand on that statement. Inflation will be the biggest threat that Americans will face in 2010.
Feedback
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"Seniors gain rights to refuse Medicare"
It is interesting that the question of losing Social Security if you withdraw from Medicare comes now.
Seniors Speak Out
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Has your advisor gone over the changes in health care with you?
Not yet. But we have set up an appointment for early next week
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Have you ever felt as if your advisor was not working in your best interest?
Not that I'm aware of. My advisor seems to do right by me. I have no complaints.
Vitals
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10 investment trends for 2010
What are the biggest trends for the year? A USA Today report counts some of the top trends to look for -- and to look out for- -- as you guide your clients through 2010.
Red Flag Reminder
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Free-lunch seminars in the spotlight ... again
For the last few years, regulators have been targeting free-lunch seminars as potential vehicles for senior financial abuse.
Marketing
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Hop on the boomer train
We've weathered many economic storms.
Source List
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2010 long term care source list
View the 2010 long term care source list.
Industry Speaks Out
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The future of long term care insurance is ...
My crystal ball is still cloudy in terms of how long term care (LTC) will be impacted by the final provisions of the great health care debate. Chances are it will remain an issue left for another day.
Prospecting
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My sales pipeline is clogged up!
The analysts are, in increasing numbers, starting to tout the end of the recession,
Special Features
2013 Outlook As we move into a transition year, check out LifeHealthPro's conjectures for the life, annuities, health and disability markets.
100 Best Sales & Marketing Ideas Whether you want ideas for referrals, generating leads or just listening to your clients better, we have the sales and marketing tips you need.
The Complete ELNY Saga For more than two decades, the Executive Life Insurance Company of New York (ELNY) has been bled for billions of dollars while languishing in a state-imposed purgatory.
Life Insurance A-Z This alphabetical-themed infographic will help your clients feel more comfortable discussing life insurance protection concepts.
2012 Advisor of the Year Through a very thorough nomination process we look to find a top producer who is a true cornerstone of a community.
Senior Survey 2011 In this special section, find out how seniors build their nest egg, make an estate plan, finance their health care and where they live.
