Archive for February, 2008

Life Settlement Developments

Date Wednesday, February 20th, 2008 4:12 pm

Despite the likelihood of increased regulation of life settlements and of those who play a role in arranging for life settlements, as well as longer life expectancies potentially leading to lower offers, it is expected that the life settlement industry will continue to grow and flourish, especially with more and more institutional money entering the picture. This, coupled with the potential liability resulting from a failure to discuss a life settlement when it would clearly be in the best interest of a client, makes it important that each of us becomes familiar with those situations when a life settlement should at least be considered, including when the policy to be sold will be replaced with a better performing new policy.

 

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Differentiating Your Business from Your Competition

Date Thursday, February 14th, 2008 9:43 am

Differentiating Your Business from Your Competition

Most businesses fail to differentiate themselves effectively from their competition. For those of us in the insurance industry, this means that we do not give prospective clients a truly compelling reason to do business with us rather than with someone else. Part of the reason is that our message is cluttered and conveys information rather than knowledge. For example, if you were to check your website and the websites of your competitors, they probably all say pretty much the same thing: what you do, rather than who you are and what you can do for your clients. Pick your best clients and prospects to work with and develop messages and techniques that clearly convey the value to them of doing business with you.standing out from the crowed

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Opening Doors to LARGER Opportunities Utilizing LTC as an Advanced Planning Tool!

Date Wednesday, February 13th, 2008 1:25 pm

Join Bill Upson for an eye opening Webinar on how to utilize long term care as an advanced planning tool!

REGISTER TODAY: Click Here!       DATE: March 4, 2008         TIME: 11AM PST    

Drawing on his years of experience, Bill provides the "How To’s" on:

  • Using LTC to open the door to larger opportunities, such as advanced planning and money management.
  • Improving the financial lives of your clients by helping them deal with family and business issues that have been festering for many years.
  • Increasing your case sizes and yearly fees.
  • Using the book, "Long Term Care… Alternatives and Solutions", as a valuable resource.
  • Designing a financial plan for your clients that will preserve the physical, emotional, and financial well-being of the clients and their families.

Bill Upson is an experienced Financial Advisor, author of the book Long Term Care…Alternatives and Solutions, and co-author of the recently published book, Orderly Affairs - Pathways to Financial Freedom for Everyone.  He is a member of the Million Dollar Round Table and a 10 year Top of the Table qualifier, and has provided insurance and investment solutions since 1982.

REGISTER TODAY AND RECEIVE:  A copy of Bill Upson’s Long Term Care…Alternatives and Solutions.  Click Here! To Register

WEBINAR INFORMATION

Go to the web address below 10 min prior to the webinar, then call the conference call number for audio. Next You will need to punch in the conference code after dialing in.

Web Address: https://www1.gotomeeting.com/register/730958445

Conference Call Number: (605) 772-3434
Conference Call code: 126-527-837

This web conference will be conducted by:   Bill Upson CLU ChFC

Moderating, is Bob Burton LLB CLU ChFC AEP, Provada’s Director of Advanced Planning

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