Life Insurance Over 40
As a 20-year-old, your client may have been a bit selfish. They spent money frivolously and without much thought. Whether they treated fast food as its own tier on the food pyramid or spent countless weekends driving hours to see friends, money was tight but there was little care.
Then they turned 3...
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Effective Habits Series: Think First to Understand, then to be Understood
We’re on to the fifth habit of Stephen R. Covey’s The 7 Habits of Highly Successful People: Think First to Understand…Then to be Understood
Communication is one of the strongest life skills—if not the strongest skill—to possess. To be proactive you must communicate your goals, needs, and wants. When...
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The 60-Day Plan for Social Media Success
Is one of your New Year’s resolutions to finally start using social media? Have you waited until January 1st to dive in? Well now it’s here, and you’re not entirely sure where to start. Lucky for you, we’ve created a 60-day plan for social media success.
Using this plan, you’ll learn how to effectiv...
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New Year's Resolutions & Life Insurance
It's a safe bet that many of your clients' New Year's Resolutions involve money. Help them see how life insurance lets them keep those resolutions.
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Happy Holidays from Pinney Insurance
Happy holidays from all of us at Pinney Insurance Center, Inc.
We hope you had a merry Christmas, filled with warmth, family, love, great food, and fun! Each year we are given the gift of working with the finest insurance and financial professionals in the industry, and this year was no different....
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The Benefits of Asset Maximization
You’ve explained the concept of maximizing assets to your client: take an unused asset, purchase an immediate annuity with it, then turn around and utilize the monthly annuity payments for the annual premiums on a life insurance policy.
But maybe before you describe the “how,” it’s best to highlight...
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Effective Habits Series: Think Win-Win
In case you’ve missed it, we’ve been covering Stephen R. Covey’s The 7 Habits of Highly Effective People. You can find the first three posts here:
Be Proactive
Begin with the End in Mind
Putting First Things First
Next up is “Think Win-Win”.
Thinking win-win is a mindset. The individ...
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Who is Asset Maximization For?
Asset Maximization is a great tool to increase the value of your client’s estate without seeing it taxed. But it’s not for everyone.
Here, we’ll take a look at what the ideal candidate looks like and discuss how to approach clients and prospects about asset maximization.
The ideal candidate for ass...
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Build Your Web Presence in 5 Easy Steps
As the landscape of the industry changes, you recognize that the Internet and social media are major driving factors in the decision-making process of consumers. You also see the writing on the wall: adapt or perish.
Many producers make it look so easy. They’ve adapted well and are thriving in the m...
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How to Help Clients Maximize Assets
Not only does your client want to ensure they have enough funds to survive comfortably for the remainder of their living years, but they also want to leave a legacy to their children.
It’s becoming increasingly more difficult to transfer wealth to surviving family members. Humans live longer. Long-t...
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