Senior Market Advisor July 01, 2010
Cover Story
2010 Senior Survey: Trust is key
This year's Senior Survey revealed the impacts of a year's worth of national health care debate and continued economic downturn. Seniors are confused and concerned,
Feature
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Annuities compliance: Six rules to stay on the right side of compliance
If the wildly capricious behavior of the financial markets of late weren't enough to make an advisor's head spin, then the ever-shifting and increasingly imposing regulatory landscape certainly will.
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Senior Market Advisor Expo 2010
This year's Senior Market Advisor Expo hits Las Vegas' Mandalay Bay Resort and Casino August 25-27,
Up Front
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Annuity outlook: Take the big-picture view
Whew, annuities have taken a beating lately. According to the latest report from LIMRA,
That's Life
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Celebrate your financial freedom
As an advisor, are you currently in a position to sit down with your clients and share with them the good news that
LTCI Insider
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Six steps to get an LTCI referral
Getting referrals is a learnable skill, according to referral coach Matt Anderson.
Annuity Advisor
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Don't predict ... sell future insurance
If you take a monthly look at annualized Dow Jones returns from 1930 to 1950
Marketing Playbook
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Why the first four minutes matter (part 1)
Have you ever gone to an appointment and known instinctively in the first few moments that your prospect would buy from you?
Ethics in Action
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Self-interest: The naked truth
As I write this column, a major Wall Street bank has been in the news for allegedly defrauding its clients.
The Motivated Seller
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Don't shoot from the hip, use a script
Give me a salesperson who's struggling to fill his or her calendar with client appointments,
The Close
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Preparing yourself for potential disaster
One day, everything is fine, and the next day, you have nothing. Everything is fine, and then it rains for the next two days and floods downtown Nashville.
Seniors Speak Out
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What do professional designations for financial advisors mean to you?
I definitely want an advisor to have his licenses and designations in order.
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What kind of life insurance coverage do you have, and do you feel it is adequate?
Wow. That's a good question. I do have insurance, but I don't think the coverage is what it should be.
Vitals
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In response to "How a phone script can get you in front of clients"
Thanks for the article. If nothing is done there is much to criticize.
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How "fit" is your customer service?
This is actually far more important than what you may think.
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Advisors: Peers make the best teachers
66% of advisors say their top priority this year is to "create new initiatives to increase sales and grow business."
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There's no such thing as a warm call
Referral sales calls are hot. Cold calls are cold. Period. There is no in-between. Get real and stop cold calling.
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Marketing strategy: Define success with features and benefits
The biggest mistake made in marketing--and a reason that success can be so elusive-
Industry Speaks Out
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NAFA and Insurance Insight Group join forces on annuity education
The National Association for Fixed Annuities, a national trade association dedicated exclusively to promoting the awareness and understanding of fixed annuities
Advisors Speak Out
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Are financial products too complicated?
Delivering on the promise will be the industry's greatest challenge as compliance evolves from
Inside the Boomer Mind
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The financial impact of boomerang kids
Boomers view the world from a boomer-centric world view: Anyone who does things differently than we do,
Red Flag Reminder
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Board of CFP to unveil planner misconduct
One of the best ways to stay out of hot water is to learn from the mistakes of others.
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.
