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Annuity Marketing and Safe Money Strategies | Empowering financial professionals with the tools they need to take their practice to new heights!

Empowering financial professionals with the tools they need to take their practice to new heights! (by Merrilee)

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Annuity Marketing and Safe Money Strategies | Empowering financial professionals with the tools they need to take their practice to new heights! | safemoneystrategies.wordpress.com Reviews
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Empowering financial professionals with the tools they need to take their practice to new heights! (by Merrilee)
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Annuity Marketing and Safe Money Strategies | Empowering financial professionals with the tools they need to take their practice to new heights! | safemoneystrategies.wordpress.com Reviews

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Empowering financial professionals with the tools they need to take their practice to new heights! (by Merrilee)

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Business Owner Marketing Plan | Annuity Marketing and Safe Money Strategies

https://safemoneystrategies.wordpress.com/2010/06/23/business-owner-marketing-plan

Annuity Marketing and Safe Money Strategies. Empowering financial professionals with the tools they need to take their practice to new heights! About Safe Money Strategies. Business Owner Marketing Plan. June 23, 2010. Posted by Merrilee in Sales Strategies. Tags: Business Owner Marketing Plan. Marketing to business owners. Do you want to Crack the Code. Of the Business Owner Marketplace? Try this simple strategy. Why would anyone not choose to work with prospects. 8211; Who are available during the day?

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Articles | Annuity Marketing and Safe Money Strategies

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Annuity Marketing and Safe Money Strategies. Empowering financial professionals with the tools they need to take their practice to new heights! About Safe Money Strategies. No comments yet &#8212 be the first. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. Notify me of new comments via email.

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What ROAD to Success? | Annuity Marketing and Safe Money Strategies

https://safemoneystrategies.wordpress.com/2010/07/01/shotgun-or-rifle-your-best-marketing-approach

Annuity Marketing and Safe Money Strategies. Empowering financial professionals with the tools they need to take their practice to new heights! About Safe Money Strategies. What ROAD to Success? July 1, 2010. Posted by Merrilee in Productivity. Tags: increase annuity sales. It’s been said He who fails to plan, plans to fail. Much emphasis is put on goals. If you don’t know where you’re going any road will take you there A goal without a deadline is just a dream EtcEtcEtc. The Road Less Taken? All these f...

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Stop LYING to Yourself, Start Growing your Practice | Annuity Marketing and Safe Money Strategies

https://safemoneystrategies.wordpress.com/2010/06/09/stop-lying-to-yourself-start-growing-your-practice

Annuity Marketing and Safe Money Strategies. Empowering financial professionals with the tools they need to take their practice to new heights! About Safe Money Strategies. Stop LYING to Yourself, Start Growing your Practice. June 9, 2010. Posted by Merrilee in Practice Management. Novices and ham and eggers think they have all their clients’ money and their clients can’t afford anything else! These are the twin sisters of delusion. If it’s smart business to keep your current clients coming back, then it...

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Golf Imitates Business – A check up from the neck up! | Annuity Marketing and Safe Money Strategies

https://safemoneystrategies.wordpress.com/2010/04/19/golf-imitates-business

Annuity Marketing and Safe Money Strategies. Empowering financial professionals with the tools they need to take their practice to new heights! About Safe Money Strategies. Golf Imitates Business – A check up from the neck up! April 19, 2010. Posted by Merrilee in Customer Service. Golf imitates Life and Business. But there are times when I go out to play and play so poorly, I could possibly be holding the wrong end of the club! I’ve been playing for many years and have taken tons of lessons. Between...

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Safe Money Strategies - Articles

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Resources to Increase Annuity Sales. Useful Links and Forms. Safe Money Success System. Safe Money Success System. Motivation, Inspiration, and Perspiration. 8 Ways to Take your Practice to New Heights. 5 Ways to Generate Systematic Referrals. Increase Annuity Sales with this Simple Step. 5 Steps to amazing Volume - Without Spending a Dime on Marketing. How to Conduct a Perfect Annual Client Review. It is Hard to Argue with the Experts. The Power of Annual Client Reviews. The $10 Trillion Shift.

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How to modernize your 401K plan. Types Of Businesses We Can Help. Welcome to Safe Money Strategies! Our mission is to empower our clients to achieve long term financial success by partnering with and educating them on safe, secure, and proven financial strategies. These strategies have a proven track record of creating and conserving wealth. Traditional defined-benefit pension plans were conceived and managed to provide members with a guaranteed income. And because this objective filtered through the...

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Annuity Marketing and Safe Money Strategies | Empowering financial professionals with the tools they need to take their practice to new heights!

Annuity Marketing and Safe Money Strategies. Empowering financial professionals with the tools they need to take their practice to new heights! About Safe Money Strategies. What ROAD to Success? July 1, 2010. Posted by Merrilee in Productivity. Tags: increase annuity sales. It’s been said He who fails to plan, plans to fail. Much emphasis is put on goals. If you don’t know where you’re going any road will take you there A goal without a deadline is just a dream EtcEtcEtc. The Road Less Taken? All these f...

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Safe Money Systems For You! Corporate Benefit Plans mission is to help clients take advantage of the oppportunities by providing them with three key tools:. A clear understanding of their financial goals. A well-defined roadmap for achieving those goals. Ongoing advice to help adjust their roadmaps when their needs change.

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Better Than a 401k? You work hard. But is there a better option than your company’s 401k? Click to Learn More. As a business owner your retirement options are limited. Or are they? Click to Learn More. Does Your Plan Compare? You’ve worked hard to manage and grow your money. But is it free from risk, fees, and taxes? Click to Learn More. Take Our Wealth IQ Quiz. Test your knowledge with our online quiz. It is fun and you might learn a thing or two. Click to Take the Quiz. Our clients have 100% complete d...

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The Best Retirement Savings Vehicle You've Never Heard Of. Watch this short video to learn about a way to save for retirement that has far more tax advantages than a qualified plan, eliminates downside risk (locks in gains in up years; does not participate in down years), and gives you easy access to your money, tax free, whenever you need it. Intrigued? Watch the video and learn more…. Tom Scheurer and Safe Money Group. 1000 N E 9th Ave. Delray Beach, FL 33483. Home Phone Number *. Cell Phone Number *.