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Brokers International, Ltd. Blog

Annuity Product Search and Compare. Annuity New Business Process. Annuity New Business Forms. Seminar follow up: Turning attendees into clients. August 11, 2015 by Ryan Kennedy. In a previous post, we covered a step-by-step timeline. For planning and marketing a successful seminar. In this post, we’ll dig deeper into how you should follow up with your seminar attendees after your event has ended. For additional resources that can help with seminar follow up, click. You’ll find ready-to-use seminar packag...

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Annuity Product Search and Compare. Annuity New Business Process. Annuity New Business Forms. Seminar follow up: Turning attendees into clients. August 11, 2015 by Ryan Kennedy. In a previous post, we covered a step-by-step timeline. For planning and marketing a successful seminar. In this post, we’ll dig deeper into how you should follow up with your seminar attendees after your event has ended. For additional resources that can help with seminar follow up, click. You’ll find ready-to-use seminar packag...

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3 brokers financial

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Brokers International, Ltd. Blog | blog.biltd.com Reviews

https://blog.biltd.com

Annuity Product Search and Compare. Annuity New Business Process. Annuity New Business Forms. Seminar follow up: Turning attendees into clients. August 11, 2015 by Ryan Kennedy. In a previous post, we covered a step-by-step timeline. For planning and marketing a successful seminar. In this post, we’ll dig deeper into how you should follow up with your seminar attendees after your event has ended. For additional resources that can help with seminar follow up, click. You’ll find ready-to-use seminar packag...

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Brokers International, Ltd. Blog

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Annuity New Business Process. Annuity New Business Forms. Increasing your clients’ retirement income to address rising costs. December 22, 2015 by Brokers International. A recent study found that an upper-middle-class couple who is age 65 today has a 43 percent chance of one or both of them living until at least age 95. Meeting these client needs may be obtained using a fixed indexed annuity with a lifetime withdrawal option that increases income when their contract earns an interest credit. Unfortun...

2

Brokers International, Ltd. Blog — Identifying clients in the Preparation Stage of retirement

http://blog.biltd.com/1628/identifying-clients-in-the-preparation-stage-of-retirement

Annuity New Business Process. Annuity New Business Forms. Identifying clients in the Preparation Stage of retirement. Identifying clients in the Preparation Stage of retirement. May 5, 2015 by Tim Cooper. Retirement is often thought of as an event, but as a financial professional you know that years of preparation lead up to a client’s retirement. That’s why Brokers International has created Retirement Stages. Age range: 50 to 60. Working full time, with 10 to 15 years left. These key identifiers can hel...

3

Brokers International, Ltd. Blog — Steps your clients can take when preparing for retirement

http://blog.biltd.com/1638/steps-your-clients-can-take-when-preparing-for-retirement

Annuity New Business Process. Annuity New Business Forms. Steps your clients can take when preparing for retirement. Steps your clients can take when preparing for retirement. May 12, 2015 by Tim Cooper. In the previous blog. You learned how to identify clients and prospects in the Preparation Stage. During this stage, there are important planning steps you will need to work through with your clients to be sure they are financially prepared for retirement. Here are some of the major tasks. Tim Cooper is ...

4

Brokers International, Ltd. Blog — Life Lessons to enhance your sales

http://blog.biltd.com/1633/life-lessons-to-enhance-your-sales

Annuity New Business Process. Annuity New Business Forms. Life Lessons to enhance your sales. Life Lessons to enhance your sales. May 7, 2015 by Mike Jorgensen. To help serve the independent financial agent in presenting valuable life solutions to their clients, Brokers Life is excited to introduce a new informational series, Life Lessons. Life Lessons is a monthly sales series that takes an indepth look through webinars and regular blog updates at the most current topics driving the industry forward.

5

Brokers International, Ltd. Blog — Help your clients assess their retirement needs

http://blog.biltd.com/1643/help-your-clients-assess-their-retirement-needs

Annuity New Business Process. Annuity New Business Forms. Help your clients assess their retirement needs. Help your clients assess their retirement needs. May 19, 2015 by Tim Cooper. In the previous Preparation Stage blogs, you have learned how to profile clients. In the early stages of retirement and the important steps. Clients will need to take when preparing for retirement. Now it’s time to work with clients to help them assess their financial needs and estimate their retirement income. Will help yo...

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Brokers International, Ltd. Blog

Annuity Product Search and Compare. Annuity New Business Process. Annuity New Business Forms. Seminar follow up: Turning attendees into clients. August 11, 2015 by Ryan Kennedy. In a previous post, we covered a step-by-step timeline. For planning and marketing a successful seminar. In this post, we’ll dig deeper into how you should follow up with your seminar attendees after your event has ended. For additional resources that can help with seminar follow up, click. You’ll find ready-to-use seminar packag...

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