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Insurance Planning with Low Interest Rates

It wasn’t so long ago that the average interest rate for a 30 year mortgage was upwards of 10%. Today we find ourselves in a historically low interest rate environment, and now is the time to leverage these low interest rates to help maximize your affluent client’s...

Action Plan for Success

A successful approach with this marketing concept is to focus on 10 clients at a time, following each of the steps below. Once you finish all of the steps with those clients, select 10 more and continue building your business. Review your client book and prospecting...