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Magazine: July 2009 Issue
Cover Story
At the top of his game
Laurence V. Plummer, LUTCF, earned his second “Financial Rep of the Year” award as John Hancock’s top producer in 2008. Despite a hefty client roster, he’s no over-the-top workaholic. Here he shares how building relationships has built his business....
Features
Developing a system of success to grow your business
Impaired risk trends in life insurance
Filling in the gaps
The 7 ways to sell Medicare insurance
Providing global security to high-net-worth individuals: An emerging untapped market
Income riders to the rescue
Create your own market
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Columns
To your good health: Of TV shows and children’s games
When boomers — especially those of us who are involved in health care — meet these days, the inevitable subject is the complex nature of the discussions taking place in Washington, D.C....
Is this about insurance? – Building a well-rounded wealth management firm
The role life insurance plays in the development of a wealth management firm....
Postscript: Ethics – Underselling vs. overselling: Striking the right balance
Overselling gets all the negative press in our industry. However, underselling also is an equally legitimate concern that gets vastly less attention....
What’s going on: Speaker highlights from MDRT
Speaker highlights from MDRT...
The investment edge: Beta
Beta equals risk. Everyone who has exercised fingers on a keyboard to build a portfolio in Morningstar’s Principia Pro, Advisor Workstation or other compilation software is familiar with beta. ...
Departments
Sales Sizzlers: Go back to the basics
Many clients are nervous about where to put their short- and long-term savings. Go back to basics to win new clients....
Policy Showcase – July 2009
Bankers Conseco Life--Fixed Universal Life; American General Life--Indexed Annuity; Allianz--Fixed Indexed Universal Life; Sun Life Financial--Employee Benefits ...
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