Posts Tagged setting goals

Protecting the Business Interests of Clients Using Life Insurance

July 13th, 2018

If you have clients who own or operate a business, then it is likely that they are heavily relied upon for the company’s success – and that it could make for a big impact if they were suddenly no longer there.

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Life Insurance Versus the 529 College Savings Plan

January 15th, 2018


Which Will Provide the Best Outcome?

For many people, having a college degree can help to provide them with better job opportunities, which can also mean more choices. Unfortunately, getting that degree can come with a hefty price tag.

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How to Set Yourself Apart in Your Clients’ Minds

January 8th, 2018


Regardless of how long you have been involved in the insurance business, you are likely well aware that there are many, many other insurance and financial professionals who are offering the exact same products and services that you do.

So how is it, then, that some of these advisor’s struggle from one month to the next, while others seem to effortlessly earn top dollar?

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3-Step System For Driving Your Financial Planning Profits In The Next 12 Months

June 14th, 2011


Are you ready to skyrocket your financial planning / college planning sales in the coming year?

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Why 88% of New Year’s Resolutions Fail…And How To Guarantee That You Don’t Make This Mistake

January 22nd, 2010


Setting, writing, and committing to goals for the year is what all great producers and successful people do. 

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