Browse Topics
Growing With Clients
Build authentic relationships with clients to make a difference in their lives.
September/October 2010
A Pile of Headlines
Borrowing an idea from a Main Platform speaker, Paterick
convinced a long-time prospect to buy — just in time
September/October 2007
Unexpected and Unexplained
When a young mother collapsed in the snow, Saffer was there to help secure her family’s future
January/February 2008
Employee Benefits
If you truly care about providing for your staff, don’t overlook them as prospective clients
March/April 2008
Tough Lessons
A family’s tragedy demonstrates the importance of motivating busy clients to action
May/June 2008
A Pivotal Decision
A client’s death strengthens one advisor’s commitment to cover more than needs
November/December 2008
Disability Knows No Age
One client’s experiences demonstrate the value of purchasing
disability insurance before becoming uninsurable.
January/February 2009
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