Senior Market Advisor Extra | Volume 5; Issue 11
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Senior Market Advisor Extra
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Daniel Williams

Editor's Blog | March 15, 2011
The boomers are coming: Are you ready?

In preparing for our big boomer issue set for May, I spoke with Katie Libbe, vice president of Consumer Marketing and Solutions for Allianz Life to get a better handle on how advisors can learn more about boomer clients and prospects.

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Top Tips
3 common afflictions of sales teams and how to alleviate them

In my sales career I've consistently noticed five common afflictions that affect sales teams, each of which reduces morale and sales performance.

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Best Practices
Life insurance and relationships, part 2: The advisor-general agent/broker general agent relationship

I left off last week talking about the importance of the producer-client relationship when it comes to the successful outcome of life insurance cases. Next we explore the advisor and general agent or broker general agent relationship.

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Most Popular

StatPak
  • 22% — Percentage of those 45 and older who said their work hours were cut, took a pay cut or lost other types of work-related income.
  • 28% — Percentage of those aged 45-64 who lost work-related income, compared to 9 percent of those 65 and older.
  • 42% — Percentage of those 45 and older who reported having hardship related to health care, such as trouble paying medical bills, putting off needed care or not getting prescriptions refilled or resorting to splitting pills.

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ACLI Financial and Investment Roundtable
March 27-29, San Antonio

The conferences focuses on recovery, risk and renewal. Click here for more information.

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