| Tips from the Source |
Practice Booster: From One-Time Transaction to Trusted Advisor
In this age of information overload, clients are looking to their advisors for
expert guidance about sophisticated financial products. Here's how to
turn your transaction-based events into on-going wealth counsel.
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5 Key Qualifiers re: Life Settlements
When clients ask about life settlements for their old insurance policies, be prepared to respond with these key qualifications to help you evaluate if a life settlement will make them money.
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Ask Questions First
Take the time to really know and understand your clients ... their worries, disappointments, hidden risks. This handy outline will help guide the discussions ... and uncover opportunities for you.
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Like the Source newletter?
Contact us with your comments or questions
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| BUSINESS TIP #1 |
| Learn how to increase practice revenues without increasing staff and overhead. Tap into Outsource Insurance Services Advisory Service at no cost. Check here to see how these services can expand your practice and increase client satisfaction.
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Baby Boomers, Adult Children may be in for a surprise. Contrary to popular opinion, the inheritance they were counting on may never appear. Learn what the experts are saying about prospects for Mom and Dad's wealth transfer.
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Outsource Insurance Services, Inc.
269 S. Lorraine Blvd.
Los Angeles, CA 90004
phone # (323) 908-7726
www.outsourceins.com
Contact
©2007 Outsource Insurance Services
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