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September 2010

Cover Story
Spend some time at an event where Van Mueller is scheduled to speak and you’d get the impression you are waiting for a rock star to arrive....


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Featured Articles


Senior Market Advisor 10 years
One decade ago saw the debut of Senior Market Advisor magazine....

Essential Guide: Life Insurance
A resurgence in life insurance sales in 2009 and the first part of 2010 presents advisors with a pleasant problem...

Unloading the fees on retirement accounts
If you have retired prospects who own mutual funds or who still have their 401(k) in mutual funds,...

Columns


Up Front
As part of our 10th anniversary issue, I reached out to many of the top advisors in the industry to get a better read on what they're doing to thrive in today's topsy-turvy business climate....

That's Life
In the hustle and bustle of everyday life, it’s not uncommon to feel that in the blink of an eye,...

LTCI Insider
Selling this product online is being heralded as the future of this business....

Annuity Advisor
On July 15, I sent a letter to FINRA CEO Richard Ketchum and asked, “Since 151A has been vacated and Congress says index annuities are exempt, when will FINRA...

Marketing Playbook
Tom was as frustrated as any $5,000 loser can be....

Ethics in Action
Some agents shade the truth when filling out a life or annuity application....

The Close
Last month I shared four valuable benefits of life insurance....

Departments


Feedback
Working smarter is the key. I agree. The most productive and most effective sales prospecting strategy is referral sales....

Seniors Speak Out
Having retired, I had a discussion with my advisor....

Yeah, I do. I’ve had conversations with my family about it already....

Vitals
It’s no longer enough to settle for referred leads....

Choosing a niche market will help you focus your resources to market your business efficiently and effectively....

Developing relationships with professionals considered to be centers of influence to cultivate referrals deserves to be addressed in any marketing plan....

Red Flag Reminder
The North American Securities Administrators Association has enhanced its Investment Adviser Public Disclosure...

Source List
Universal Life Source List...

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