|
|
|
|
|
|
future
Articles tagged with future
|
|
|
|
|
|
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 - 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.
Financial Statements/Assets: lsquo;You Can't Get There from Here!' by Mike Manes We've all enjoyed this scene: A local hayseed bec...
This content has not been rated yet.
FINDING THE RIGHT CSR by William Vericker Where, and what, to look for hiring quality CSRs. When clients call, e-mail, or visit your agency, they count on someone to service their bus...
This content has not been rated yet.
FOLLOW THE LEADER - LEAD THE FOLLOWER! by Mike Manes 'The first role of the leader is to define reality.' - Max DePree, businessman 'The one absolute for leadership is foll...
This content has not been rated yet.
GENERAL CUSTOMER QUESTIONNAIRE Art Dannecker of the Westfield Companies developed this customer questionnaire for use by Westfield agencies: CUSTOMER QUESTIONNAIRE 1. From a personal ...
This content has not been rated yet.
HAVE WE LOST OUR WAY WITH CRM? by Patricia Czech Customer Relationship Management (CRM) is now such an established approach to marketing that it feels like sacrilege to criticize it. Ev...
This content has not been rated yet.
HELLO, DOLLY: MOVING BEYOND OLD PARADIGMS by Michael Manes The announcement of the cloning of a sheep several years ago created quite a controversy. The possibility of cloning peopl...
This content has not been rated yet.
Please check yes or no to these questions: YES NO