Life Insurance Selling Quicktips
December 9, 2009 Subscribe

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What is the importance of this client to you?

By Bob Pedigo, CLU, FALU, FLMI
Davis Life Brokerage

This month, we cover question number 10: What is the importance of this client to you? And related to that question is this: Does this case stand alone, or is it related to other current or future business?

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Editor's Blog

Brian Anderson

"Covering" LTCI

By Brian Anderson

Long-Term Care Insurance has an image problem, and it starts with the name itself according to one of our three Producer Roundtable panelists in the December issue of Life Insurance Selling.

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David Saltzman's Blog

David Saltzman

Tea Parties: 1994 and 2010?

By David A. Saltzman, RHU, DIA

Poll after poll demonstrates that this summer's town hall meetings were a tipping point, and the majority shifted on two critical points. First, that it is not the responsibility of government to provide health insurance for all citizens.

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Richard Hoe's Blog

Richard Hoe

Reporting to customers

By Richard Hoe, ChFC, CLU, AEP

What do you use in your practice? I've been using a program for a few months now — it reaches out to investment companies, banks and even credit card companies, and pulls back information as to the value (or amount owed, in the case of creditors) every 24 hours for every customer.

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Marketing Tips

5 marketing mistakes to avoid in 2010

By Amy Kennel
Brokers International, Ltd.

As the New Year approaches, you may be considering what you need to do to grow your business in 2010. Here are five marketing mistakes to avoid as you look for more clients.

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Person of the Week

Thomas Seitz

Sun Life Financial Distributors appoints Thomas Seitz to leadership role

Sun Life Financial Distributors, Inc., Wellesley, Mass., has named Thomas G. Seitz as Vice President, Relationship Management.

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Are you reading a helpful article? Share it with your clients – order an e-print today! 720-895-1534

Product of the Week

The Principal Financial Group offers more options for voluntary income protection

The Principal Financial Group, Des Moines, Iowa, has introduced Voluntary Long-Term Disability Employee Choice for income protection, in response to results from the Principal Financial Well-Being IndexSM that shows that 66% of American workers are very concerned about their long-term financial future.

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