Senior Market Advisor June 01, 2012
Cover Story
100 Best Sales & Marketing Ideas 2012
Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this...
Features
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The Benefits of a Multi-tasker
Your clients can obtain more value and avoid annual premium increases with asset-based LTCI.
Feature
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On Becoming Unconventional
Weird Marketing That Works.
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Who can solve the boomer retirement crisis? The insurance industry.
Market upheavals have left many nearing or in retirement shell-shocked. But with annuities, a comfortable retirement is possible.
Up Front
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The Power of Focus
According to the authors of a new edition of this popular business guide, “true success in life is based on results, not theories.”
Feedback
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Letters
In response to “The customer is not always right”
Seniors Speak Out
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Do you feel your concerns are heard by your financial advisor?
No, not really. He sort of just does what he wants to do and then informs us of it later...
Boomers Speak Out
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How do you ensure your retirement accounts are diversified?
We have a system. We bought into a plan that automatically adjusts from stocks to bonds. So, at the beginning of every year, some of the more risky funds are sold and the money goes into bonds, so it’s safer.
Advisors Speak Out
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What if Aviva USA were sold?
Talk of a possible sale of Aviva USA gives advisors an opportunity to review retirement plans with the clients.
Industry Speaks Out
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Where’s your retirement plan?
Advisors are great at doling out advice to their clients. But have they mapped out their own futures?
SMA Advisor 2.0
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4 Ways to Work TWITTER
The latest buzz on marketing, sales, the 50+ market, new regs and much more. For extra coverage, go to LifeHealthPro.com.
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Social Security may run dry by 2033
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The 50+ Market
5 steps to guide boomers to retirement
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Red Flag Reminder
The low down on investment advisor state registration
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Is negativity at the root of your sales slump?
No business plan or goals? Overwhelmed or avoiding asking for referrals? Are you suffering from any of these business ailments? Read on for help diagnosing your condition.
The Educator
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You & CPAs: Perfect together
“The principle motivation of the CPA is usually to ensure that their client is taken care of appropriately.”
LTCI Insider
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Tell a personal story, Part 2
Show prospects how LTC coverage helped other families care for an ailing relative.
Marketing Playbook
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The Critical Path method
How to avoid letting bad hiring decisions ruin your business
Life Insurance Insider
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The ‘health’ of a boomer’s retirement plan
Boomers think it won’t happen to them, but chances are it will.
Your Practice
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Hiring for excellence and growth
Hire co-entrepreneurs, not task-doers.
Annuity Insider
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The atypical annuity purchaser
"Why don’t more young people buy annuities?"
Ethics in Action
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Reputation death, Part 7:
Do the work properly and your clients and you will be pain-free.
The Close
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Make every minute count
Don’t waste time talking at your client. Ask great questions.







