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Cover Story: Targeting Seniors
Expert to Expert: Finding Value in Today’s Market
Lighter Side of Life: The Kinder, Gentler IRS
Making the Transition:
From Commission to Fees
ViewPoint:
In the Key of C
Federal Matrix
Extended Version
Condensed Version
State Matrix
Extended Version
Condensed Version




Selling to Women
Here are four tips from an industry expert on how to make the sale with your female clients.

An Old Standby
An annual insurance review will keep your clients' policies up to date--and your commissions flowing.


Finding Your Niche in the Women’s Market
You shouldn’t be selling to all women, just some women. Find out why some advisors are taking this tack, and why you should as well.

The Seven Secrets of Seminar Success
If you're new to seminars, or a savvy veteran, these tips will sharpen your game.

Talking Points of Association Membership
Here are ten ways to convince your colleagues to join NAIFA today.

Managing Money
Realistic Expectations in Real Estate
Real estate may hold pitfalls for your client, but it can also result in insurance sales.

Sales Solutions
The Five-Question Interview
With five questions you can get the stories that will turn prospects into clients.

Question of Ethics
Unlicensed Sharing

A professional who is not licensed to sell insurance may ask you to share some of your commission. This is unfair, and may be illegal.

Expert to Expert
The Changing Face of Estate Planning
A detailed look at how an SOS trust can benefit your estate planning clients.

 


ADVISOR SPOTLIGHT
Young and Hungry, Part II
Michael Fitzpatrick qualified for MDRT at age 23 by selling one thing: Long Term Care Insurance.

MEDIA WATCH
Health Care, Terrorism, Race, Oh My!
Media Watch looks at everything from Medicare reform to race issues and terrorism insurance.


Book Marks
Your Clients for Life
Financial planning isn't all about your clients' bottom line, it's about their quality of life.

VOICES FROM THE FIELD
The entire text of this history of our industry is now online. Find out how Ralph Nader, Jimmy Carter and The Phil Donahue Show figure in the history of insurance.

 
What is your most effective method for selling or marketing to seniors

Seminars
Local newspaper ads
Referrals
Cold calls
Other


Current Results


LTC Survey
The 15th edition of Advisor Today’s long-term care survey is available online in an expanded version.

Annuities Directory
Check out the latest annuity products from 33 vendors offering variable and fixed annuities.

 

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