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Issue: January 2014 See all issues

FEATURES

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The Guiding Star for Your Best Year Ever

Most of us are familiar with the Pareto Principle, which states that 80 percent of your business is generated by 20 percent of your activity. Duncan MacPherson and David Miller built Pareto Systems to help individuals and businesses use that principle to propel them to success. In this interview with InsuranceNewsNet Publisher Paul Feldman, Duncan MacPherson discusses the principles that can help you make 2014 your best year ever.

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Identity Crisis

From “sales agent” to “wealth advisor,” how those in the insurance business choose to describe their jobs reflects the changing identity of the insurance professional.

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LIFE

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What Can Clients Expect After the Life Settlement Sale?

Those who are selling their life insurance policies are often concerned about whether the follow-up tracking process will be intrusive.

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Premium Financing the Key to Closing the Big Cases

Paying attention to the details will help you close that large sale.

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ANNUITIES

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Indexed Annuities Increase Retirement Success to 97.5%

Combining a mutual fund drawdown strategy with a contemporary fixed indexed annuity with guaranteed lifetime withdrawal benefits can provide a successful income-generating plan.

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Fixed Annuity Carriers See Mixed Messages in Interest Rates

Interest rate movement is leading to a “good news/bad news” scenario where fixed annuities are concerned.

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HEALTH

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Keeping Out of Jeopardy: How to Win in Today’s Health Market

The health insurance market has changed rapidly in the past few years. Advisors and carriers who adapt to the changing times will remain relevant.

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FINANCIAL

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Financial Discussions Are the ‘Elephant in the Room’ for Families

Longer lifespans and complicated relationships contribute to your clients’ reluctance to talk about finances with family members.

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BUSINESS

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How to Reach Super-Busy, Stressed-Out Prospects by Phone

Sometimes prospects are too busy to take your call, and other times they are out of the office. So when is the best time to call them?

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SECRETS OF OUR SUCCESS

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How the Big Rock Rolls Through Changing Times

Prudential’s acquisition of The Hartford’s life insurance business is the company’s latest move to compete in an ever-changing market.

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The Guiding Star for Your Best Year Ever

Most of us are familiar with the Pareto Principle, which states that 80 percent of your business is generated by 20 percent of your activity. Duncan MacPherson and David Miller built Pareto Systems to help individuals and businesses use that principle to propel them to success. In this interview with InsuranceNewsNet Publisher Paul Feldman, Duncan MacPherson discusses the principles that can help you make 2014 your best year ever.

Read Article →

THE LAST WORD

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A Life Insurance Policy Represents a Promise to Be Kept

With so few products and services living up to their promise, a life insurance policy represents something that is increasingly rare.

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LIMRA INSIGHTS

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A New Year Brings a New Chance to Talk About Financial Security

The beginning of a new year is a good time to throw out the misperceptions surrounding life insurance costs and begin with a clean slate.

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MDRT INSIGHTS

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Actionable Steps to Retain Clients

You can develop a powerful strategy to boost client loyalty.

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NAIFA INSIGHTS

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Your 2014 Blueprint for Success

Tracking 30-day goals will keep you focused and prevent you from reaching for unachievable goals.

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