What We're Reading: The Ultimate Sales Machine by Chet Holmes
This May, we'll be reading The Ultimate Sales Machine by Chet Holmes. See why we chose it and which of the book's 12 key principles interest us most.
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Two Ways to Upgrade Your Client Presentation Toolbox
Check out our top two tools for making on-the-fly client presentations a snap, in this installment of the Tech Corner.
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A Pinney Insurance Success Story
We can't help but share the story of a former employee who now works for a competitor but came back to Pinney Insurance for life insurance advice.
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April Carrier Updates
Get the latest carrier updates for the month of April from Pinney Insurance.
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Tax Strategies for Your Clients in 2015 and Beyond
From 1040 overlay to reducing taxable income with a deferred annuity, here are some great tax strategies to go over with your clients for 2015 and beyond.
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Retirement Planning Sales Strategy: Annuities
A key component of retirement planning is using annuities - it's one of the best ways to solve the problem of a client outliving their assets.
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Retirement Planning Sales Strategy: Optional Benefit Riders
A key component of retirement planning is using policy riders to make life insurance do double duty for things like disability and long-term care.
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Retirement Planning Sales Strategy: Pension Maximization
One key component of retirement planning is pension maximization. Find out how joint-and-survivor payments can actually hurt your client's financial future.
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March Carrier Updates
Get the latest carrier updates for the month of March from Pinney Insurance.
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Help Your Clients with Retirement Planning
Download our free 29-page retirement planning sales kit that gives you all the ideas and support you need to get a conversation started with your clients.
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