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November 2009

Cover Story
There’s a new generation of advisors who are sweeping through the industry....


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Featured Articles


The essential guide: Long Term Care
Long term care insurance should be the ideal product for the baby boomers....

10 for '10: Sales tactics that work in today's world
The meltdown happened. Then came the aftermath—investors in retrenchment mode, advisors doing damage control, everyone licking their wounds....

Columns


Up Front
AARP: Partisan reformist or impartial advocate?...

That's Life
As financial advisors and clients look to recover from the economic downturn, it is important to remember the valuable financial options available....

LTCI Insider
I believe if you properly prepare for the appointment and conduct an appropriate face-to-face presentation, then you will get a high percentage of the sales and have very few policies fall off the books....

Annuity Advisor
If you’re not closing as many sales as you’d like, you need to listen to what you are saying and figure out whether even you’d buy from you....

Marketing Playbook
Be armed with at least three solid stories of your clients who weathered bad or volatile markets in the past and came out ahead using your advice....

Ethics in Action
All marketplaces have slimy competitors. ...

The Motivated Seller
When times are tough and prospects seem to be holding on to every dollar, your job as a sales manager is more important than ever before....

The Close
The richest generation of all time is now experiencing the effects of our recession....

Departments


Seniors Speak Out
Have you made any changes to your lifestyle/investments since the economic downturn?...

How did you come to know your current financial advisor?...

Vitals
I don’t recall ever hearing what this new health plan would look like....

Red Flag Reminder
If you’re considering asking clients to fund the purchase of a security by refinancing their mortgage or taking out a home-equity loan, watch out....

Marketing
Online marketing is an easy and inexpensive way to build your business, but there are some things to keep in mind. Keith Webb outlines 10 missteps that could be your downfall....

Prospecting
Referrals are always terrific, but they mean even more in a down economy....

Lead Generation
Everybody's looking for leads....

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