Sales Tools
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How to Plan for Baby Boomers
$60.00From recent trends to financial hurdles relevant to an under-saved, under-prepared generation, Advisor’s Guide to the New Retirement Model delves into work and leisure “cycling,” new retirement “turning point,” healthcare phobia, and the overwhelming gender segmentation that is resulting.
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Time Management for Claims Professionals
$36.00This book offers hundreds of tips on handling your job more effectively and avoiding burnout, while offering secrets of effective email, current and potential uses of the internet, and the best ways to handle voicemail.
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e-risk: Liabilities in a Wired World
$54.00What are your risks and liabilities in an increasingly connected world? How can you best protect your clients from the risks of e-business? Just how secure is your data? What are the effects of down-time and operational failure? How can e-businesses protect themselves from federal regulation? Seven leading industry experts address the answers, and the most important concerns of electronic risk.
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Adjusting Adversity: How Claims Pros Conquer Worst Case Scenarios
Starting at: $38.00
With wit and humor, you’ll learn the pitfalls of claims adjusting and how to handle potentially devastating situations. From bad hires to natural disasters, this step-by-step solutions guide will entertain you while you learn.
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The Variable Annuity Handbook, 2nd Edition
Starting at: $60.00
This is the most complex guide specific to variable annuities. Review the features and characteristics of variable annuities, their income and transfer taxation, and market approach strategies.
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RainMaker
Starting at: $50.00
The RainMaker introduces a proven way to find and develop lasting relationships with clients. It will help advisors discover the six critical traits of the Elite 1200, those who consistently make a million dollars a year. Learn the secret to sourcing new affluent clients with this detailed, empirically-derived process that has been developed, refined, and perfected in the trenches.
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The Wedge: How To Stop Selling and Start Winning
Starting at: $60.00
The Wedge offers a powerful, proven technique to distinguish you from the incumbent agent and help you increase your sales and win new business. Learn More -
Growing within the Lines
Starting at: $60.00
A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.
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Consultative Brokerage: A Value Strategy
Starting at: $68.00
Consultative Brokerage®: A Value Strategy is based on real life production success and client retention. Practical, workable, and highly profitable techniques make this book a must have for any producer, sales manager, seasoned broker, or insurance company professional. Learn More -
The Client Connection: How Advisors Can Build Bridges That Last
$60.00Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.
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