|
|
|
|
|
|
financial services
Articles tagged with financial services
|
|
|
|
|
|
This content has not been rated yet.
CROSS-SELLING: ARE YOU MAXIMIZING YOUR INCOME POTENTIAL? by Harlan Warthen Too many agencies are missing out on this key marketing opportunity. The income potential from cross-...
This content has not been rated yet.
DOES A BANKING RELATIONSHIP MAKE SENSE FOR YOU? by Chris Burand Banks are buying agencies, agencies are developing relationships with banks, insurance companies are opening banks, and a dozen...
This content has not been rated yet.
FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...
This content has not been rated yet.
FINANCIAL SERVICES - 401(K) Dear (Customer Name): You have been a valued customer at (Your Agency Name) for ( ) years. But did you know that in addition to offering a number of insurance products...
This content has not been rated yet.
FINANCIAL SERVICES - 401(K) Dear (Customer Name): Does your company have a retirement plan for its employees? Do the employees feel it's an adequate plan? If you answered 'no' to either question...
This content has not been rated yet.
FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...
This content has not been rated yet.
FINANCIAL SERVICES - IRAS Dear (Customer Name): Individual Retirement Accounts (IRAs) have always been a good investment - even with the tax changes. Income earned on an IRA remains tax-free, and th...
This content has not been rated yet.
FULL ACCOUNT SELLING WE VALUE YOUR BUSINESS Dear (Customer Name), (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we've enjoyed w...
This content has not been rated yet.
JOIN FORCES WITH A LIFE PROFESSIONAL by Harlan Warthen Harlan Warthen provides a simple, field proven, cost-effective program that you can use to produce a consistent flow of highly qualifi...
This content has not been rated yet.
MAXIMIZE THE CROSS-LINE SELLING OPPORTUNITY IN YOUR AGENCY by Harlan Warthen Maximizing the cross-line selling opportunity in your agency can generate thousands of dollars in new busine...