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- Asking the Right Questions
Advisors share key questions that get prospects thinking
more seriously about their financial needs.
- Creating a “Life at Work”
It’s time to find your purpose and calling.
- Family Ties
Three families share their insights on why working together as financial advisors offers so many benefits for their clients and for them.
- Generation to Generation
Here are some additional nuggets of wisdom from multigenerational advisors.
- Go Slow—Become Friends
Good relationships will help you build referral partnerships, win more clients and bring them back time and time again.
- Make a Wish
They’ll know what to get and you’ll know what to give
by using online “wish list” tools.
- More Words of Wisdom
These inspiring gems make for a great pick-me-up any time of year.
- A Multiline Agent’s Three Must-Dos
Scott Foster’s not just any multiline agent, he’s also an MDRT member. He offers three tips for you to get there, too.
- Reaching LTCI Prospects
Few prospects are too young for long-term care insurance, says one LTCI specialist. Here’s how to reach them.
- To Fee or Not to Fee
These questions will help you decide if you should charge fees for your services.
- Business Etiquette 101—Part 2
Are you putting your best foot forward, or are you getting a reputation that will kill your business relationships? Check out these common etiquette blunders.
- Business Etiquette 101—Part 1
Are you putting your best foot forward, or are you getting a reputation that will kill your business relationships? Take this quiz to find out how you measure up.
- Different Brains, Different Approaches
Gender does matter when it comes to communication. Here are four pointers to help you navigate the gender maze effectively.
- Cheaper, Easier, Better
... a you-can-never-lose-it golf ball, a stylish VoIP phone and
other gadgety marvels.
- Creating an Image of Success
So, you want to tap into the affluent
market? You’ve got to invest in
yourself first.By Howard B. Cowan, CLU, ChFC
- Critical Illness Insurance
As medical bankruptcies skyrocket, CI insurance may be the best option for
your prospects and clients.
- Information Overload
An overflowing in-box is a sign that you’re not processing things into your
organizational system efficiently.
- Magical Ways to Sell LTCI
The secret to LTCI sales success is understanding that your clients want and need to protect their dignity.
- Strategies for Success
Four young advisors and a professional coach describe the ways you can get through the tough times and start moving ahead.
- The Future is Now
Young advisors made their mark at the San Francisco convention.
- The $2 Edge
MDRT member Marc Silverman offers an idea that’ll pay off with your DI insurance prospects.
- Before You Hit Send
These seven tips will help you master the essentials of effective email communication.
- The Best Sales Ideas From the Past 100 Years
Since its first appearance as Life Association News (LAN) in September 1906, Advisor Today has always offered great ideas for boosting sales. And so, on the 100th anniversary of the magazine, we bring you the best of these sales ideas to help you do what you do best: provide financial protection to the millions who need it.
- Checking Up On Ourselves
The decades roll by, but the old advice is still just as sound.
- Full Coverage for Your Clients
- Have You the Capacity to Achieve Success?
We all have the ability to learn. Are you putting this talent to use?
- An Eye Toward the Future
Life insurance delivers peace of mind to a young mother widowed at 23.
- A Little Help From Our Friends
Talking about long-term care isn’t easy, but it helps to have
a friend who’s been there.By Helen Thompson
- A Long Struggle
Both life and health insurance ease the pain of a client’s loss.
- Practice What You Preach
Having a comprehensive financial plan in place saved this advisor when
- Navigating Medicare Part D
These three easy steps will help you walk your clients through Medicare Part D.
- Un-Furl the Power of the Web
This free web tool lets you easily save and share information from the internet.
- Designing the Right Policy
Help your clients see the value of buying the insurance that meets their long-term needs.
- The CRT Advantage
Here’s a simple way to walk your client through the advantages of using a trust in the planning process.By Earl R. Borders III, CLU, ChFC, RFC, RHU, REBC, LUTCF, CRMS
- Selling Certainty
Your clients will only stick with you if you offer them certainty—here are a few quick ideas to increase certainty in your business.
- Setting Service Standards
A key step is to give your staff specific customer-service goals.
- Variable Annuities and You
During a recent NAIFA EduCall, a veteran producer shared what you need to know about marketing these flexible financial tools.
- Beach Reads
Leave the financial-planning books on your shelf and pack some fun for your vacation.
- The Big Talk
Here are a few tips to steer your talks with multiline clients toward life insurance.
- Blog Your Way to Better Clients
You don’t need to be a web guru to use this online marketing tool. Here are five reasons to give it a try.
- The Changing LTCI Marketplace
Baby Boomers and younger working adults are becoming aware of long-term care insurance. Are you ready for this opportunity?
- Cultivating Women as Clients
Save time and tap into the women’s market with this six-step seminar approach.
- Feed Me, Seymour
It’s really simple to get updated news headlines—including industry news—on your computer through RSS feeds.
Next month is Life Insurance Awareness Month, when millions of
Americans will be persuaded to get the financial protection they need for themselves and their loved ones. Make the most of this important campaign by using the ideas in this article.
By Lynn Vincent
- Financial Planning for Military Families
As service members find themselves on longer deployments, you can help them find financial security for their families.
- Riddle Me This!
For an easy way to show your clients why insurance is so important in estate planning, try these riddles on them.
- The IRS—Your Hidden Beneficiary
Do your clients know who's getting the biggest part of the estate?
- The Dollar Riddle
It looks like an easy question, but this riddle will get your clients thinking.
- Show Her You Care
Shorten the sales process with women using these seven steps.
- Three Steps to a Perfect Hire
If you’ve ever hired in haste only to repent in leisure, it’s time to put this hiring process in place.