Life Insurance Beneficiaries and Revocation Upon Divorce

Life Insurance Beneficiaries and Revocation Upon Divorce

If your client is divorced, there’s an extra reason to make sure their elections are up-to-date...especially if they live in one of these 26 states.
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Time Management: Tips, Apps & Old-School Alternatives

Time Management: Tips, Apps & Old-School Alternatives

Looking for a way to find more hours in the day? These time management tips & apps can help - plus old-school strategies for the analog fans out there.
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Advice from the Pinney Team for 2023

Positivity, Connection & More: Advice from the Pinney Team for 2023

We pooled our best tips and bits of advice on staying positive, going the extra mile, when to ask for help, and more. Let's make 2023 better than 2022!
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Advice from the Pinney team for 2022

Goals, Momentum, Positivity: Advice from the Pinney Team for 2022

We pooled our best tips and bits of advice on setting goals, making priorities, and keeping a healthy work/life balance. Let's make 2022 better than 2021!
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5 partnerships that can generate leads and referrals

5 Partnerships That Can Generate Leads and Referrals

Here's how and why to work on partnerships that can generate leads and referrals. Not only does it grow your business, it grows your professional network.
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TCPA - What You Need to Know Now

TCPA: What You Need to Know Now

In 2020, there were over 3,300 TCPA (Telephone Consumer Protection Act) lawsuits filed. Here's what you need to know to avoid getting entangled in one.
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What You Should Know about Life Insurance Settlements

What You Should Know About Life Insurance Settlements

Life insurance settlements are a good option for clients who can't afford to keep their policies. You can help them get 10-25% of their policy's face value.
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Selling in the Covid-19 Economy

Selling in the COVID-19 Economy: 6 Problems and 3 Opportunities

Selling in the COVID-19 economy requires a better understanding of the economic issues at stake. From taxes to interest rates, here's a quick run-down.
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5 Ways to Support Clients During a Crisis

5 Ways to Support Clients During a Crisis

Compassion can win you business - especially now. Here's how to support clients during a crisis, as if being a good person weren't reason enough.
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4 Tips from MDRT: What Advisors Wish They Knew Sooner

Tips from MDRT Members: What Advisors Wish They Knew Sooner

In a recent episode of the MDRT podcast, we find out what advisors wish they knew sooner in their careers - get their tips here!
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