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19 results found
https://completemarkets.com/Article/article-post/2390/Ten-Questions-Seniors-Should-Ask-Before-Buying-An-Annuity/
Ten Questions Seniors Should Ask Before Buying An Annuity
Senior Americans considering the purchase o...pe is that these questions will help seniors better understand how annuities ...

https://completemarkets.com/Article/article-post/2349/AGENCY-VALUATION-MERGERS-ACQUISITIONS-IS-IT-A-NEW-DAY/
...l recover in a short period. Bank senior management is also being pulled away ..., ([email protected]) is a senior vice president with Reagan Consult...

https://completemarkets.com/Article/article-post/780/Life-Settlements-Think-Outside-The-Box/
...pse. There are many reasons why a senior citizen would want to sell their Life...d premium payments or know that your senior client is experiencing life-changi...

https://completemarkets.com/Article/article-post/2449/Insurance-Agencies-And-The-Employment-Civil-Rights-Laws-Of-California-And-The-Ninth-Circuit-Part-1/
... a 39-year-old employee with more seniority was allowed (26). Where Agencies M... Code 51 ff; the Fair Employment and Housing Act, Calif. Govt. Code 12900 ff. ...

https://completemarkets.com/Article/article-post/165/Buying-A-Book-Of-Business/
...onsultants. Although we also find senior executives for insurance companies, o...

https://completemarkets.com/Article/article-post/158/10-Ways-To-Improve-In-House-Telemarketing/
... producer they will support, or a senior telemarketing person who knows how t...ps between up-and-comers and willing senior reps. 3. BUY THE RIGHT SOFT...

https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2320/Effective-Goal-Reaching/
... mind. Do this by writing it down. Next, set a deadline for accomplishing the goal. Finally, list the obstacles that stand in your way. This seemingly simple method of formal goal setting is tremendously powerful. Many people are shocked by how often they get something they want because they finally put it into words. How powerful is this method? In a 1953 study of the graduating seniors at Harvard University , only 3% had written goals. A follow-up study 20 years later showed that this 3% was worth more than the other 97% combined. When Napoleon Hill asked the 500 most successful men in how they had achieved what they did, they said they had set goals! Paradoxically, we often program ourselves to attain exactly what we don't want. We focus on ... learn from the way that they implement goal reaching. People who reach their goals use a conscious, planned strategy to attain them. Most things you get in life come easily, with little or no planning. Arriving at work 15 minutes earlier than normal or buying a new suit might require some planning, but not enough to require a written plan. However, if you wanted to build a house from scratch, you certainly don't rely on the hope that it will somehow materialize. You wouldn't just buy wood and fixtures and hope they'd all fit together. The key to attaining complex or elusive goals is to come up with a concrete strategy. KEYS TO SUCCESSFUL GOAL REACHING 1) Develop a clear, concise plan. 2) Take time to anticipate any obstacles that might stop you from ...

https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2272/Effective-Goal-Reaching/
... mind. Do this by writing it down. Next, set a deadline for accomplishing the goal. Finally, list the obstacles that stand in your way. This seemingly simple method of formal goal setting is tremendously powerful. Many people are shocked by how often they get something they want because they finally put it into words. How powerful is this method? In a 1953 study of the graduating seniors at Harvard University, only 3% had written goals. A follow-up study 20 years later showed that this 3% was worth more than the other 97% combined. When Napoleon Hill asked the 500 most successful men in America how they had achieved what they did, they said they had SET GOALS. Paradoxically, we often program ourselves to attain exactly what we don't want. We focus ... can learn from the way that they implement goal reaching. People who reach goals use a conscious, planned strategy to attain them. Most things you get in life come easily, with little or no planning. Arriving at work 15 minutes earlier than normal or buying a new suit might require some planning, but not enough to require a written plan. However, if you wanted to build a house from scratch, you certainly don't rely on the hope that it will somehow materialize. You wouldn't just buy wood and fixtures and hope they'd all fit together. The key to attaining complex or elusive goals is to come up with a concrete strategy. KEYS TO SUCCESSFUL GOAL REACHING Develop a clear, concise plan. Take time to anticipate any obstacles that might stop you from reaching your goal. ...

https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2253/Broker-Saves-The-Day-With-Crisis-Tool/
... plan and use a software template as your benchmark. Charge a small fee ($ 1 ,000-$2 ,000) . If the client finds that their plan needs more work, you can do the work for an additional fee. If the answer is "no", offer to: Sell them the software that will let them create their own plan in house. Work with senior management to build a plan with them. Charge a fee of $2 ,000-$5 ,000 for your services, depending on the size of the account. 2. Ask your prospects if they have a continuity plan or if their current agent offers this service. If they say "yes," offer to audit the plan for a fee. If they say "no ... offer to audit their plan and use a software template as your benchmark. Charge a small fee ($ 1 ,000-$2 ,000) . If the client finds that their plan needs more work, you can do the work for an additional fee. If the answer is "no", offer to: Sell them the software that will let them create their own plan in house. Work with senior management to build a plan with them. Charge a fee of $2 ,000-$5 ,000 for your services, depending on the size of the account. 2. Ask your prospects if they have a continuity plan or if their current agent offers this service. If they say "yes," offer to audit the plan for a fee. If ...

https://completemarkets.com/Article/article-post/357/Marketing-With-Newsletters/
...r society, fundraising effort, or senior center that can provide the logistica...