Recent Videos
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Showing: 1 - 10 of 11 | 1 | 2 | > | >> | |
Interviews with Joe Borg and Jim Mumford
SEC 151A has been a hotbed topic since its proposal was announced earlier this year. The subject was debated during the 2008 Senior Market Advisor Expo. View the comments from Joe Borg, Director, Alabama Securities Commission, and Jim Mumford, First Deputy Insurance Commissioner, Iowa Insurance Division.
Posted on: September 9, 2008
From Senior Market Advisor
Interview with Al Atha III
Al Atha has been a licensed insurance professional for almost 30 years and is the former Executive Vice President and Chief Marketing Officer of the AmerUs Annuity Group. He met with Senior Market Advisor's editor, Daniel D. Williams, to discuss compliance navigation and give his thoughts on the 2008 Senior Market Advisor Expo.
Posted on: September 9, 2008
From Senior Market Advisor
Interview with 2008 Advisor of the Year Rosemary Caligiuri
Senior Market Advisor's editor, Daniel D. Williams sat down with 2008 Senior Market Advisor of the Year Rosemary Caligiuri at the 2008 Senior Market Advisor Expo. Hear her thoughts on what it takes to be a top advisor and discover how she balances her life with a successful practice.
Posted on: September 8, 2008
From Senior Market Advisor
Interview with 2008 Advisor of the Year Finalist Chris Hobart
Exclusive interview with 2008 Senior Market Advisor of the Year Finalist Chris Hobart at the 2008 Senior Market Advisor Expo. Hear his thoughts on what it takes to create a successful practice and become a top advisor.
Posted on: September 8, 2008
From Senior Market Advisor
Interview with 2008 Advisor of the Year Finalist Stefanos Loisou
Senior Market Advisor's editor, Daniel D. Williams, sat down with 2008 Senior Market Advisor of the Year Finalist Stefanos Loisou at the 2008 Senior Market Advisor Expo. Hear his thoughts on what it takes to run a successful practice. Including tips on: Generating referrals, prospecting, marketing, client appreciation and more.
Posted on: September 8, 2008
From Senior Market Advisor
Interview with 2008 Advisor of the Year Finalist Mark Fields
Senior Market Advisor's editor, Daniel D. Williams, sat down with 2008 Senior Market Advisor of the Year Finalist Mark Fields at the 2008 Senior Market Advisor Expo. Hear first-hand as Mark discusses how effective communication with clients is the key to building a successful practice and overcoming objections.
Posted on: September 8, 2008
From Senior Market Advisor
Interview with Woods Financial Group's David Woods
David Woods, founder of Longmeadow, Mass.-based Woods Financial Group met with Senior Market Advisor's editor, Daniel D. Williams, to discuss the Life Insurance Power Panel being held at Senior Market Advisor Expo. Highlights from the conversation include Woods' thoughts on compliance, agent licensing and education.
Posted on: August 13, 2008
From Senior Market Advisor
Interview with Advisor of the Year Finalist Stefanos Loisou
Stefanos Loisou, a 2008 Senior Market Advisor magazine Advisor of the Year Finalist spoke with the publication's editor, Daniel D. Williams, to discuss the Advisor of the Year Panel being held at Senior Market Advisor Expo. Highlights from the conversation include Loisou's thoughts on the advisor-client relationship, suitability issues and the role trust and creditability play in being a top advisor.
Posted on: August 12, 2008
From Senior Market Advisor
Interview with PBS' Stephen Drain
Stephen Drain, senior VP of marketing for Topeka, Kansas-based Personalized Brokerage Services, LLC, recently sat down with Senior Market Advisor's editor, Daniel D. Williams, to discuss marketing strategies. Some of the highlights include Drain's thoughts on the evolving marketplace; the best ways to market to boomers; and the most effective ways to differentiate marketing strategies to boomers and seniors.
Read the Marketing to Boomers Roundtable
Posted on: June 24, 2008
From Senior Market Advisor
Interview with SIR's John Martin
John Martin, president and CEO of Virginia-based SIR Research, is a nationally featured speaker on Boomer marketing. He is the co-author, along with Matt Thornhill, of "Boomer Consumer: Ten New Rules for Marketing to America's Largest, Wealthiest and Most Influential Group." Martin recently spoke with Senior Market Advisor's editor, Daniel D. Williams, to discuss his most recent findings.
Posted on: May 19, 2008
From Senior Market Advisor
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Showing: 1 - 10 of 11 | 1 | 2 | > | >> | |
