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financial services
Articles tagged with financial services
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RENEWAL LETTER Dear (Customer Name): Your ( ) insurance is up for renewal and we'd like to take this opportunity to remind you of our commitment to your insurance program. We have provided you wit...
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SALES SUCCESS DEPENDS ON THE QUALITY OF YOUR CONTACT by Emily Huling You've been told that sales is a game of numbers. Through tireless effort, you've established a prospect list of 700...
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SINGLE-PREMIUM WHOLE LIFE INSURANCE: MODULE V-C OVERVIEW Single-Premium Whole Life insurance came into its own following the 1986 tax reform law. A number of inve...
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SOCIAL NETWORKING: WHATS NEXT? by Maribeth Kusmeski Youve spent the time and effort to develop your social media sites --now what? The premise of social media is t...
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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for referring ( ) to us. As a professional independent insurance agency, we provide a number of insurance products and services to meet a vari...
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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for sending us the names of business colleagues you feel could benefit from our services. We appreciate your placing your confidence in us. W...
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TOTAL ACCOUNT SELLING TO PRESENT CUSTOMERS Dear (Customer Name): WE VALUE YOUR BUSINESS! (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we...