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Education is Key to Long Term Care Insurance

By Lindsey Kirk. GamePlan Financial
Tuesday, March 4, 2008

It’s no secret that people are living longer and the cost of medical care continues to rise. Long term care insurance (LTCi) is perhaps the most dynamic living insurance product to be developed. But despite the media coverage that this topic receives, many agents and clients still don’t truly understand the issue or how they can benefit from LTCi products.

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Fixed Index Annuities Can Be A Powerful Bond Substitute

By: Kevin Startt, CFP, CLU, ChFC, CPCU, GamePlan Financial
Friday, February 15, 2008

In the 1890s, caramel was the candy of choice in America. Charles Hershey, however, had a vision that chocolate could capture the taste buds of America. The rest of the Hershey candy story is history. The same holds true of Fixed Index Annuities (FIAs). Despite a year in which this emerging savings tool was challenged by a stellar stock market, regulatory challenges and an inverted yield curve, FIAs still provide a viable alternative to laddered CDs, bonds, bond funds and even the fixed component of a Variable Annuity (VA) asset allocation model.

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How to Make Direct Mail Improve Your Bottom Line

By Stephanie Marchant. GamePlan Financial
Friday, February 15, 2008

Direct mail can be a very effective way to boost your sales. There are, however, time-tested do’s and don’ts. If you understand the basics, you’ll create a very effective marketing tool.

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Ten Tips to a Successful First Meeting

By Michael Poirot. GamePlan Financial
Thursday, October 18, 2007

Every salesperson understands the most important moment when dealing with potential clients is the first five minutes. Most top producers agree that potential clients are not just buying a product, they are buying you. Did you know that 90 percent of your ability to close a sale is based on your capability to build rapport and a connection with potential clients? If they do not trust that you have their best interest at heart, you will have lost your connection, and your sale...

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2007 SMA Advisor of the Year Finalists: 7 Questions for the Final 5

By Brian Anderson. Senior Market Advisor Magazine
Monday, October 1, 2007

There is no shortage of highly talented advisors serving the senior market. We at Senior Market Advisor are reminded of this fact every year as we sift through the many dozens of thorough nominations we receive for what has become one of the most prestigious honors in the industry for an advisor...

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