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retirement plan
Articles tagged with retirement plan
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ANALYZING EMPLOYEE BENEFIT LEVELS by John Jaques Many agency managers spend a great deal of time reviewing and setting staff and producer compensation levels, but often underst...
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Many readers have been asking me for scripts that cover the first phone call to a new referral prospect. Obviously, this first call will vary greatly for a number of reasons: The nature of your business, the circumstances of the referral, and whether or not your client introduced you in some way — just to name a few.
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Despite concerns about life insurance company solvency and uncertainty over health-care reform, now is...
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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...
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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. ...
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Please check yes or no to these questions: YES NO
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IS AN ESOP FOR YOU? by Angela Bemiss Don't Sweat the Small Stuff . . . and It's All Small Stuff is an enjoyable little book that has spent a long time on the New York Times...
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QUESTIONS ASKED BY P/C AGENTS CAN LEAD TO LIFE SALES Many large Life cases or benefits programs start with a few questions that any PC producer can incorporate into a fact-finding questionnaire. The ...
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TEN QUESTIONS SENIORS SHOULD ASK BEFORE BUYING AN ANNUITY by Jim Summers Senior Americans considering the purchase of an annuity to help save for or provide income during retirement shou...
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THE ESOP AS A VEHICLE FOR SELLING AN INTEREST IN AN INSURANCE AGENCY by Francis Willmarth In the early 1960s, Mortimer Adler and Louis Kelso published the Capitalist Manifesto, a...