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Do Your Clients Have Lazy Money?

Posted by Mark Triplett on Tue, Feb 14, 2017 @ 05:19 PM

When it comes to wealth management, your client's money can do two things: It can earn interest or buy stuff. The problem is that many clients have "lazy money" just sitting around waiting to be spent. Money gets "lazy" when it is not being used to do one of the two things it can do with respect to wealth management.

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Tags: planning, retirement savings

IUL Prospecting Video for Social Media

Posted by Jeff Janes on Tue, Mar 22, 2016 @ 08:07 AM

With the proliferation of social media accounts, and their overall acceptance in the financial services marketplace, many producers wonder how to start the process of prospecting for IUL clients with Facebook or Twitter.  It really comes down to a few key elements:

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Tags: IUL, retirement savings, prospecting

FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.