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Agent’s Sales Journal February 2010

Features

How to Help Your Boomer Clients Fix Their Retirement

In 1957, 4.3 million babies were born in the United States....

Charitable Planning 101

For those producers interested in helping their clients with charitable planning — and who have clients who are, in turn, looking to be more philanthropic with their money — plenty of products can help them achieve that goal....

Charitable Planning: How One Agent Does It

Vernon W. Holleman III first learned about the power of charitable giving from his father....

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Web Exclusives

Weighing Your Options: Online Versus Classroom CE

New tools are popping up every day that take the ways we communicate, work, and learn and translate them to the online world....

Positioning Life Insurance in a Well-Diversified Financial Plan

A well-diversified portfolio is an important thing to have when working with your client on their overall financial strategy....

The Future of Life Insurance: Back to Fundamentals

As we look ahead, many people are wondering what this New Year will bring....

Fact Finder

How Positive Thinking Helped This Agent

Krystalynn Schlegel started in the insurance business as a way to get her foot in the door....

Selling Guides

Indexed and Variable Insurance Products: How to Use Today’s Tools in Tomorrow’s World

You can give a mechanic and an accountant the same toolbox, but you’ll get very different results if you let them work on your car....

How Indexed Annuities Can Help Prevent Anxiety Among Consumers

Throughout history, the number three has had universal significance. Its value stems from a number of traditional sayings, such as “the power of three” or “third time’s a charm.”...

Variable Annuities: How to Focus on Client Growth and Downside Protection

According to a 2009 MetLife poll, 68 percent of Americans care more about protecting their portfolios against market losses than participating in gains....

Indexed Life: Choosing the Right Product

As an independent insurance agent, you have your pick of products — which is a good thing for you and for your clients....

Variable Life: How to Sell the Product in a New Economy

The financial crisis of 2008-09 has led many clients to question their strategies when it comes to wealth protection and retirement planning....

Marketing

How to Start Selling More Policies in the Shadow of the Economic Downturn

Over the past 12 months, most agents found themselves considering a business “win” to be anything that wasn’t a loss — that is, the main focus was on client defection prevention....

Products

The Pension Protection Act and Long Term Care Insurance: What Every Agent Needs to Know

On Aug. 17, 2006, President George W. Bush signed a bill that could permanently change the way long term care insurance is sold....

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