February 2002 | Advisor Today Articles

February 2002 Advisor Today Articles Online

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Cover Story: Coming to Term

Sept. 11 has refocused clients' priorities. Term insurance is helping them address their concerns.

By Lynn Vincent

Making the Transition: Risky Business

Use a time-tested risk-tolerance questionnaire to educate and advise clients.

By Donald Ray Haas, CLU, ChFC, CFP, MSFS

Managing Money: The Value of Advisors

Clients need to know the stakes are too high to risk going it alone.

By James P. Ruth, CFP

LSOL: The Wheel of Fortune

As advisors, we must help our clients prepare for change.

By Penny Righthand, CLU, ChFC

ViewPoint: 1-800-S.A.P.P

I have been anxious to tell this story to you for a long time. It is about something that to me is as fundamental as getting up in the morning. And speaking of getting up in the morning, am I the only one who cuts himself shaving (among us men, that is) when I hear on the radio "lowest term rates ever, just call 1-800-whatever" or "Our quoting system makes everyone an insurance wizard"?

By Robert M. Nelson, CLU, LUTCF, NAIFA President

E2E: Building a Dream Team

Joining forces with other professional advisors can be a win-win situation.

By Janet C. Arrowood

Life Stories: Rookie's Regret

By Chuck Jones

People learn from their mistakes, but sometimes the lesson comes
at too high a price.

One Minute Motivation: How to Set Goals that Really Work

By Richard G. Zalack

Are you setting goals that lead to success or frustration?

Growing Success: Speak Up!

By: Rob Sherman

Avoid the 10 deadly sins that will ruin your presentations.

Web Exclusive: Teamwork, Cyber-style

By Lucretia DiSanto Jones

Virtually connected advisors have an excellent opportunity to gain additional business.

PDF Download: Risky Business Assessment Test

Web Exclusive: How to Capitalize on the Trust Opportunity (Part III)

Lauterbach's presentation at the 2001 NAIFA convention highlighted the players, processes and advantages of setting up a trust for your clients.

By Jeffrey R. Lauterbach

Short Takes — Web Exclusive: On Your Own Terms

By William Barnes

All insurance is term.

Buying Power: Hyper-link Index

Quick access to all the websites mentioned in Kip Gregory's latest BizTeck column

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