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By Philip E. Harriman |
January 23, 2013
Producers shouldn't sell succession planning advice that they don't follow themselves.
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By Philip E. Harriman |
December 1, 2012
Email is not a substitute for face-to-face meetings.
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By Philip E. Harriman |
November 1, 2012
“Avoiding an unplanned long-term care event is crucial to your clients’ financial peace of mind.”
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By Philip E. Harriman |
October 1, 2012
A well-rounded plan aids clients in handling health-care reductions.
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By Philip E. Harriman |
September 4, 2012
“We must also educate our clients on their responsibilities in providing benefits to other members of their families.”
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By Philip E. Harriman |
August 1, 2012
“If life insurance is understood, it is a life-enhancing solution for most clients.”
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By Philip E. Harriman |
July 1, 2012
“Understanding the objectives of our clients remains a vital step in the financial planning process.”
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By Philip E. Harriman |
June 27, 2012
In an increasingly diverse America, advisors should keep their clients' cultural and financial needs in mind when recommending products.
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By Philip E. Harriman |
May 1, 2012
“Advisors need to have specialized service for this exceptional generation.”
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By Philip E. Harriman |
April 25, 2012
With a life insurance/long-term care insurance hybrid, your client will have LTC coverage should he need it and a death benefit if he doesn't.