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All Posts Tagged Tag: ‘Prospecting’

Transamerica Life | TransXpress

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Our exceptional service standards are our ‘claim to fame’! If you’ve ever asked yourself “Why should I choose Transamerica?” look no further than our Claims Department. Our Claims Team is truly one of our success stories for 2013 and the proof is in the numbers. Advisor Rewards Program – Looking for information? We’ve made it easy for you to find …

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Assumption Life | What’s up, Assumption Life?

In this issue: Life insurance 1. Conversion form reminder Whether for the conversion of a T-10 Plus, FlexTerm or FlexOptions, ParPlus, our participating product, remains the conversion option. The required form (4815-00A) is available on our Producer’s Corner. (See page 2) 2. Odyssey Universal Life: Fund manager change for one of our investment accounts Effective November 6, Louisbourg Investments Inc. …

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Advisor.ca | Measure Your Business Progress

We’re more than halfway through the year. By now, you should be tracking your progress and measuring results. Here are five strategies to use: Create visual tracking tools Build a marketing plan Form strategic partnerships Stay on top of your game Never stop prospecting Full article

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Nine Ways to Generate New Clients

Originally posted on Advisor.ca Prospecting is the lifeblood of any small business. Nobody knows that better than us financial professionals. And it doesn’t have to be a time-consuming and demeaning experience. When done well, prospecting is much more than selling—it’s about qualifying potential clients and building relationships. Here are nine common networking tools that can be tweaked for better results.

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