Client appreciation events are a worthwhile investment in your clients and in the well-being of your business. They are not designed to pitch products or sales – they are designed to help build community, keep you connected with clients, and ensure new client acquisition opportunities through a memorable experience. Below are some tips on how to host a successful client event.
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Thursday, May 31, 2018
Wednesday, May 23, 2018
Three Common Mistakes to Avoid At Any Age When Saving For Retirement
Three Common Mistakes to Avoid At Any Age When Saving For Retirement
IALC
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Materials available on the Indexed Annuities Leadership Council (IALC) website may not be compliance-approved. AAAE and the IALC are not affiliated.
IALC
____________________
Materials available on the Indexed Annuities Leadership Council (IALC) website may not be compliance-approved. AAAE and the IALC are not affiliated.
Legal Arrangements Other than Marriage
Legal Arrangements Other than Marriage
By Stephan R. Leimberg, Wendy S. Goffe, Kim Kamin
(ThinkAdvisor)
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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
By Stephan R. Leimberg, Wendy S. Goffe, Kim Kamin
(ThinkAdvisor)
____________________
AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
Wednesday, May 16, 2018
Myth vs. Fact
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Materials available on the Indexed Annuities Leadership Council (IALC) website may not be compliance-approved. AAAE and the IALC are not affiliated.
Wednesday, May 09, 2018
Wednesday, May 02, 2018
12 tips for generational outreach – and a new tool to identify life insurance solutions by generation
12 tips for generational outreach – and a new tool to identify life insurance solutions by generation
By Brian Anderson
(Insurance-Forums)
Financial Professionals, learn more at www.aig.com/GenerationMatters
By Brian Anderson
(Insurance-Forums)
Financial Professionals, learn more at www.aig.com/GenerationMatters
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