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Annuity Seminar

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Displaying Results 1 - 15 for annuity seminar

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First Rule in Annuity Seminars: Fill the Room

... invitation's headline. For example, which headline gets your attention better? (a) "You're Invited To Our Safe Money Seminar" or, (b) "Five Serious Mistakes That Wipe Out Retirement Savings, And Simple Ways To Avoid Them." The answer is B. ... Read Read: First Rule in Annuity Seminars: Fill the Room

By: Gary Le Mon | 01/11/2006 | Sales
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52
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Annuity Lead Scam Watch

... per lead generated. They also charge per appointment instead of by the hour. In all fairness to legitimate annuity lead producers, however, there are three things an agent must do with every lead or appointment that often get neglected. ... Read Read: Annuity Lead Scam Watch

By: Gary Le Mon | 03/11/2006 | Sales
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55
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Closing Annuity Sales: the First Appointment

... , 50 minutes them to 10 minutes you. Remember, in your Safe Money Seminar you asked them to bring copies of last year's tax return, life insurance and annuity policies, and brokerage account statements. Since the first appointment is not ... Read Read: Closing Annuity Sales: the First Appointment

By: Gary Le Mon | 02/10/2006 | Insurance
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51
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Life Insurance Settlement Finds Hidden Cash for Annuity Purchase

... need a little prompting on the reasons for using a life insurance settlement to fund an equity indexed annuity, suggest the following: * Beneficiary is deceased and coverage is no longer needed, or beneficiary is financially well off and ... Read Read: Life Insurance Settlement Finds Hidden Cash for Annuity Purchase

By: Gary Le Mon | 30/10/2006 | Insurance
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58
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Shelby Smith

Is your Annuity Good or Bad?

... buy their own stories. I'd like to set the record straight by giving you the real story about annuities. (Just for the record, I'm neither a banker nor stockbroker.) My objective is to empower you with sufficient information to ... Read Read: Is your Annuity Good or Bad?

By: Shelby Smith | 29/01/2008 | Investing
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50
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Annuities: Seniors Targets of Financial Charlatans

... . He is currently in the lowest tax bracket anyway. In the long run, he will end up paying more in taxes with the annuity, not less! Now John has very little access to his money. Even if he dies, it is likely his heirs will have to pay ... Read Read: Annuities: Seniors Targets of Financial Charlatans

By: Jeffrey Voudrie | 23/05/2007 | Non-Fiction
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187
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Get a Financial Planning Seminar at Home With Home Study Courses

... up with any shortcomings, factors such as inflation, diversification of your financial resources, and annuities. Most of these online seminars (or webinars as some call them) are not simply point-and-click lessons or a purely text-filled ... Read Read: Get a Financial Planning Seminar at Home With Home Study Courses

By: Jamie B. McIntyre | 11/10/2008 | Finance
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54
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Humor Makes It Happen

... few key words. Remember, this is show biz, and the payoff gets you about a dozen pre-sold annuity prospects from each and every Safe Money Seminar. Never lose sight of your career objective. We're talking a potential here of seven figures ... Read Read: Humor Makes It Happen

By: Gary Le Mon | 01/11/2006 | Sales

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52
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Shelby Smith

Stagflation and Retirement Planning

... is little you can do except hope for a near-term economic turnaround. The second segment is where you put your annuities to get the tax deferral and the opportunity for higher earnings without sacrificing safety. This is the money you ... Read Read: Stagflation and Retirement Planning

By: Shelby Smith | 29/02/2008 | Finance
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53
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A Bear Proof Way to Ride the Market

... clauses which allow access to more in the event of catastrophic illness. In my practice I have found the liquidity in annuities more than sufficient since most of my clients who withdraw funds only take 4-5%. Guarantee of Lifetime Income- ... Read Read: A Bear Proof Way to Ride the Market

By: Gregg Hall | 13/09/2005 | Finance
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236
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Shelby Smith

The Last Retirement Account Standing

... something they do not recommend.  Ironically, the securities regulators would like to have authority over fixed annuities which would lead a logical person to question whether they object to the product or the fact that they’re losing fees ... Read Read: The Last Retirement Account Standing

By: Shelby Smith | 06/11/2008 | Personal Finance
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54
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Reverse Mortgages and Retirement Planning

... about their retirement investments: http://www.theretirementpros.com/ask_expert.php Join Dr. Shelby Smith's video seminar online (usually 10 min long or less) on safe retirement planning: http://www.theretirementpros.com/Tele-Seminar- ... Read Read: Reverse Mortgages and Retirement Planning

By: Shelby Smith | 03/03/2008 | Personal Finance
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54
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The Big Investment Mistakes Made in Retirement

... told you about but you'll also avoid the risk that goes with that high flying stock. When you annuity matures in five years you an annuitize (take an income) over the next five years or do another 5-year bank CD ladder. Retirement is ... Read Read: The Big Investment Mistakes Made in Retirement

By: Shelby Smith | 30/01/2008 | Investing
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58
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An Uncertain Economy & Your Retirement Money

... if held to maturity, but there is an opportunity to do much better. Fixed index-linked annuities are not for everyone, but you need to consider them as one of your safe options for retirement money. Where are you keeping your retirement ... Read Read: An Uncertain Economy & Your Retirement Money

By: Shelby Smith | 29/02/2008 | Personal Finance
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96
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Set Guidelines and Rules for Your Insurance Business

... bona fide expert who know nothing and just can't wait to tell you so. I know more about annuities than any prospect can ever know and I need to always be in the position of expert. I suggest you do the same.....if you are not the expert, ... Read Read: Set Guidelines and Rules for Your Insurance Business

By: Bill Broich | 11/09/2008 | Business

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