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Issue: April 2013 See all issues

FEATURES

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Rethinking Big Cases

What constitutes a “big case” can vary, depending on where you are located and the type of client you serve. But one thing remains the same: The “big case” is not a once-and-done deal, but a relationship that can lead to a steady stream of revenue.

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The Preeminent Advisor

The man described as “the greatest marketing mind alive today,” Jay Abraham, wants each of us to achieve preeminence. In this interview with InsuranceNewsNet publisher Paul Feldman, Abraham describes how just a few small changes in your normal way of doing business can catapult you to preeminence.

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LETTER FROM THE EDITOR

Empathy Springs Eternal

Jay Abraham, in the second part of the interview feature this month, reminds us that success comes when you are not looking for it. It comes to you as you are busy helping other people.

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LIFE

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Diversifying A Concentrated Stock Position With Life Insurance

If you’re a financial advisor and some of your clients are equity-heavy, you might need to have a conversation about life insurance.

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Helping A Special Needs Client Yields Business For Life

An advisor who is the parent of a special needs child gives advice on how life insurance can fund a trust to take care of a family member’s needs into the future.

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ANNUITIES

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Consumer Advocate Criticizes Contingent Deferred Annuity Value

A consumer advocate chimes in during a regulator group’s call about defining contingent deferred annuities, a new line of guarantee products.

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Private Equity Firms Eye Vas, Even As Others Exit Market

Venerable insurance companies ran out of the variable annuity space last year, but now private money is looking to get in.

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HEALTH

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Short-Term Medical Can Lead To Long-Term Business

Short-term medical might be the perfect answer for many cases – and lead to bigger business later.

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FINANCIAL

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More Than Half Of Gen X, Y Lack Financial Basics

Working with a financial advisor is shown to be a crucial difference between those who are knowledgeable about savings and investments, and those who aren’t.

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BUSINESS

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A Lose/Win Situation

It might seem like it’s not your business, but shouldn’t you be concerned about your client’s health and well-being?

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The Preeminent Advisor

The man described as “the greatest marketing mind alive today,” Jay Abraham, wants each of us to achieve preeminence. In this interview with InsuranceNewsNet publisher Paul Feldman, Abraham describes how just a few small changes in your normal way of doing business can catapult you to preeminence.

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THE LAST WORD

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Will You Finish This Article?

Pursuing an advanced designation takes a great attention span, along with consistent commitment and hard work. But it will lead you to a competitive advantage and financial rewards.

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LIMRA INSIGHTS

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Saving For Retirement Should Be A Prioritythrough

Generation Y needs to save more for retirement, and persuading them to do it is easier said than done.

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MDRT INSIGHTS

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Three Ingredients To Reeling In ‘the Big One'

Preparation, networking and anticipating your client’s needs will help you position yourself to land that high-profile case.

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NAIFA INSIGHTS

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How To Wow Your Clients

Making sure your client is happy with your service may be the best thing you can do for your practice.

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