23rd October 2006
Copyright (c) 2006 Larry Klein
You can make a fortune using seminars as a marketing tool. Smart financial advisors, attorneys, CPAs, real estate agents, mortgage brokers and other professionals and business owners use seminar marketing to pack a room ...
05th October 2006
Copyright 2006 Larry Klein
Under the Pension Protection Act of 2006, there are some new items beneficial to IRA owners that the average IRA owner will miss:
First, if you leave your employer and you had a tax sheltered annuity (typically the type of...
03rd October 2006
Copyright 2006 Larry Klein
Seniors watch more television than any other group. But unless you've got a ton of cash, let's uncover the more cost effective ways to market to seniors. You can affordably build an effective senior market campaign around ne...
02nd April 2006
Pack Your Financial Seminar with the Right Invitation
Match your message to your market
The first issue is how to match your financial seminar message to your target market. It's a simple idea that many professionals skip, assuming they know the...
01st April 2006
With the population aging and over 4000 people a day being forced to take IRA distributions (such distributions are mandatory by April 1 after reaching age 70 1/2), mistakes in taking IRA distributions can total in the billions. Yet, because people have ...
01st April 2006
Retiring or leaving the company--How to Properly do an IRA Rollover
Whether you are retiring or changing jobs, you need to know what to do with your employer sponsored retirement plan before your leave. Once you leave a job for whatever reason, you can ...
12th March 2006
Seminar marketing is under-utilized by most business and professionals. Simply, seminar marketing is the process of getting a crowd in a room to hear a presentation of interest. The prevalent paradigm for sales in the U.S. is individual calls from a sale...
16th February 2006
By the time you read this, the President will have signed into law significant restrictions to the Medicaid law. This article describes the opportunity for seniors to take action and protect themselves. These restrictions are intended to stop abuse of th...
