January Week 3: Identifying your top five retirement services
Start by identifying your top five retirement services. These may include IRAs, Keogh plans, long term care insurance, retirement income reviews, referrals to estate planning attorneys, annuities and others.
The challenge: This is week three of a four-week effort to get your business off to a solid start this year by focusing on retirement rollovers. To do that, you must not only have retirement expertise, your clients must perceive you as an expert in the area. In positioning yourself as a retirement e
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