Senior Market Advisor January 01, 2010
Cover Story
50 Best Ways to Generate Leads
From talking to advisors, I often hear that "lead generation" is a talent they have, but one in which they could continue to develop. Well, worry no more.
Inside the Boomer Mind
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The rising risk of working no longer
For today's boomers, the news on the "retirement" front remains bleak. We have intentionally put "retirement" in
Feature
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The power of presentations
A mix of great stories, the right technology and a personal touch create the best presentations-- seminars and face-to-face meetings that score clients.
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Slow and steady wins the race
A down market and a new interest in long-term protection has created opportunities for fixed annuity products. Learn how investor-friendly features such as market value adjustment are driving fixed and variable annuity sales.
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5 Things you Should Know about LTCI
Long term care insurance is a complex product to present but if you focus on improving your knowledge in the following five areas, you'll be in good shape for client presentations. Here are the key things you need to know:
Up Front
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Senior group backs Senate health care bill
Provisions in the Senate health care bill which would make Medicare more sustainable by ensuring seniors access to high quality
That's Life
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Tough times don't last, tough people do
The recent economic meltdown created a great deal of anxiety, and has left people with a
Coach's Corner
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Keep your clients and get even more
In the post-Madoff world, seniors are being clued in on the scams that might cause them to lose everything they have.
LTCI Insider
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Long term care presentations that connect with clients
Can you suggest how to modify my client presentation to increase my closing rate?
Industry Speaks Out
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What do you think is the biggest challenge facing advisors today?
Advisors are facing more regulatory red tape, more industry scrutiny, more individual sales examination and a more
Annuity Advisor
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The real "Deal or No Deal"
The popular game show "Deal or No Deal" has the contestant select one box out of 26
Marketing Playbook
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Try a "circle of friends" event to build referrals
Is there anything new out there for producers to build their sales? Or is it all "tried and true?"
Ethics in Action
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Compliance traps: Don't kick the can (part 2)
As I mentioned in last month's column, booby traps have been a part of war for centuries.
The Close
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Inflation looms as a retirement-killer
The silent enemy of American retirement is returning. It robs retirees' buying power when controlled. Uncontrolled,
Feedback
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"Is federal oversight in target-date funds' future?"
Target-date funds are just another example of the wonderful "buy and hold" strategy ... or should I say "buy and hope!"
Seniors Speak Out
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Are you worried about the state of Medicare?
Medicare doesn't really affect me. I have my financial situation taken care of. I do think, from what I've heard in the news
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Are you working because you want to or because you have to?
Because I want to. I feel like I've got a pretty good nest egg and have always been a saver.
Vitals
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Why face-to-face matters
Even in our technology-driven world, there is nothing that replaces in-person interactions for both building and maintaining business relationships.
Red Flag Reminder
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How to stay out of hot water
If you're registered as an investment advisor, you'd best pay attention to
Marketing
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Bridging the generation gap
Marketing to prospective clients is tricky business, especially when pursuing clients of a different generation.
Advisors Speak Out
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In these tough times, where and in what ways are you finding inspiration that helps you continue to thrive in your practice?
We are forming a focus group for our firm.
Prospecting
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More dead than alive
Do you hold on to old leads and prospects that are extremely aged,
Source List
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2010 fixed indexed annuity source list
View the expanded 2010 fixed indexed annuity source list.
