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Issue: October 2019 See all issues

FEATURES

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What The Olympics Can Teach Advisors About Success

Olympic swimmer Paul Kingsman tells how to get your head in the game to win

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A Seat At The Table

Cait Howerton challenges the status quo as she works to promote diversity in the financial services world.

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LIFE

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How The Loan Ranger Can Save Policies In Peril

If you see clients starting to take out loans to pay premiums, do not assume they are suddenly going to repay the loan or start making premium payments.

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ANNUITIES

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Annuities In The Digital Age

More carriers are incorporating annuities into digital platforms. What advisors should know about this changing technology.

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HEALTH

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4 Things To Consider When Selling Hospital Indemnity Insurance

Take a good look at the medical coverage offered by your employer client before you present a product to supplement that coverage.

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FINANCIAL

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Women Need Financial Planning That Fits Their Unique Needs

Financial advisors need to recognize women’s unique financial needs and the risk that women’s life and career circumstances create.

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BUSINESS

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A Guide To Getting Referrals That Are Just Right

Not all referrals are right for your practice. Here is how to increase the chances of getting introduced to referrals who are the perfect fit.

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What The Olympics Can Teach Advisors About Success

Olympic swimmer Paul Kingsman tells how to get your head in the game to win

Read Article →

IN THE FIELD

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A Seat At The Table

Cait Howerton challenges the status quo as she works to promote diversity in the financial services world.

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LIMRA INSIGHTS

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Reaching Unadvised Gen X Investors

In order to break through to Generation X consumers, advisors must overcome two primary obstacles.

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MDRT INSIGHTS

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From Generalist To Specialist: Strategically Creating Your Niche

When you stop trying to be everything to everybody, you find the best place to focus your practice.

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NAIFA INSIGHTS

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Tenacity And Ambition Fueled Advisor’s Drive To Success

This advisor’s uncommon path to leadership offers critical insights for successfully leading others.

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