About the Author
Jeffrey Smith
Jeffrey Smith is a Certified Financial Planner® certificant and vice president of agency sales and development for American United Life Insurance Company® (AUL), a OneAmerica® company. He is responsible for the creation of the Center of Excellence, an on-demand, online learning center for career agents. Prior to joining OneAmerica, Jeff was a general agent in Madison, Wis. Jeff will occasionally share the lessons of the Center of Excellence with LifeHealthPro.com readers. He can be reached at jeffrey.smith@oneamerica.com.
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By Jeffrey Smith |
May 29, 2013
Planning for retirement is like climbing a mountain: You not only have to reach the top, you have to make it safely back down.
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By Jeffrey Smith |
March 14, 2013
The best place to start your sales pitch is around the concepts of maximum protection and economic life value.
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By Jeffrey Smith |
December 28, 2012
As we enter a new year with new legislation, a challenging new reality has set in for the financial services profession.
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By Jeffrey Smith |
November 15, 2012
Women still feel less confident than men in their understanding of financial products — but that's all starting to change.
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By Jeffrey Smith |
September 6, 2012
Nobody has the same type of stuff in their junk drawers. The same is true for clients and their types of assets.
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By Jeffrey Smith |
July 12, 2012
Do your clients have the right players in their retirement plan?
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By Jeffrey Smith |
May 10, 2012
We all want to do business with friends — or at least trusted contacts. Build your prospecting system around this truth is a very smart idea.
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By Jeffrey Smith |
March 14, 2012
It’s amazing what you can find in your own backyard – if you will only look.