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By Diana Scheel, CLU, ChFC, FLMI, FLHC |
February 1, 2012
What we call “seniors” actually includes multiple generations with a vast spectrum of historical experiences. The senior in her 80s will have lived through the Great Depression, which likely instilled in her frugal behavior. Meanwhile, the recently retired senior may be more optimistic and less likely to have experienced severe...
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By Diana Scheel, CLU, ChFC, FLMI, FLHC |
January 18, 2012
If you work with senior clients, you probably know that their life experiences determine both their actions and their needs. Here's how to connect with seniors of all stripes.
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By Diana Scheel, CLU, ChFC, FLMI, FLHC |
March 1, 2011
Are male and female clients really all that different? After taking on a businesswoman and her employees as clients, Diana Scheel says, "Absolutely." Here, she shares her lessons for successfully selling to women.
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By Diana Scheel, CLU, ChFC, FLMI, FLHC |
December 1, 2010
It started out as a simple conversion from a term life policy to a permanent policy. But there was more to the issue than just that.
