http://www.articlealley.com en-us editorial@articlealley.com A large part of tax savings strategies deal with restructuralizing your earnings through your inner family network and thus getting the benefits of lower tax brackets. In this group of tools you’ll find some very interesting possibilities such as:</p... http://www.articlealley.com/article_776931_19.html 02nd February 2009 Client referrals have always formed the backbone of any successful financial planners strategy. A good method for referral generating can save you large amounts of money that would otherwise spent for advertising. There are proven strategies, sometimes s... http://www.articlealley.com/article_509509_36.html 06th April 2008 Life Insurance is one of those business sectors where there's a fine line between success and failure. As there really isn't much information on the internet for aspiring financial planners, I've decided to compile a list of potential pitfalls which you n... http://www.articlealley.com/article_509508_36.html 06th April 2008 At senior age, it's very likely that we'll run into a situation when we'll need daily assistance in our living. According to the Underwriters LTC council in Canada, the likelyhood of needed long term care reaches 50 percent after the age of 75. This ar... http://www.articlealley.com/article_470667_19.html 08th February 2008 Client meetings have always formed the backbone a professional financial planners workday. It's undoubtely the most important element that determines ones reputation and success, and the satisfaction of ones clientele. It doesn't matter how do you soun... http://www.articlealley.com/article_467422_19.html 02nd February 2008 A large number of my clients asks me about what forms of tax savings can life insurance policies provide. What I keep telling them that while life insurance is a major tool for these purposes, there are other ways in which a Canadian individual can save a... http://www.articlealley.com/article_252989_19.html 19th January 2008 Cold calling may be not the most time effective way to generate new leads, but it's still a skill that any professional insurance broker should master. Apply the tips below and watch your clientele grow! Define the Purpose of the Call Clearly - Even be... http://www.articlealley.com/article_252983_64.html 19th January 2008 Group critical illness insurance can be viewed as a combination of group benefits and critical illness policies. This type of benefit is seen as an excellent complement to Group life schemes and can provide a very attractive solution for employees.... http://www.articlealley.com/article_244248_19.html 09th November 2007 Shopping for Life Insurance is like shopping for a new pair of shoes. They have to match your outfit and suit your everyday life. You might need shoes for exercising, for business, or for a night on the town. But whatever shoes you choose they have to ser... http://www.articlealley.com/article_238308_19.html 06th November 2007 We all know how crucial can one single person become for a company. Many businesses have been built around the strengths and skills of a few individuals whose capital, energy, knowledge and attitude makes them very valuable to the organization.<br ... http://www.articlealley.com/article_234534_19.html 01st November 2007 Within the number of challenges that businesses face today, the employee benefits can be one of the most difficult areas to handle. The balance between providing quality benefits, retaining high quality employees and controlling expenses is one of the ... http://www.articlealley.com/article_209306_19.html 30th August 2007 Today’s advisors are faced with an overwhelming volume of information. I’m often faced with 50 to 60 e-mails and another 15 voicemails on a daily basis. I soon realized an effective organizational system was needed to maintain my profitabil... http://www.articlealley.com/article_192815_15.html 26th July 2007 Today’s advisors are faced with an overwhelming volume of information. I’m often faced with 50 to 60 e-mails and another 15 voicemails on a daily basis. I soon realized an effective organizational system was needed to maintain my profi... http://www.articlealley.com/article_192813_15.html 26th July 2007 The recent turbulence in the world and in the stock market will create unique challenges for advisors during this upcoming RRSP season. The downturn in the economy has reduced the market value of our clients' portfolios and negative returns hav... http://www.articlealley.com/article_186878_36.html 20th July 2007 Clients are becoming increasingly aware of the vast array of financial choices and this trend presents both potential problems and opportunities. Planners who are not striving to improve their competence and level of service may quickly find themselv... http://www.articlealley.com/article_183198_19.html 05th July 2007 Creating client loyalty serves many benefits: it enhances the persistency of your business, generates referrals and creates a positive atmosphere for our clients and ourselves. So how do we develop this sense of commitment in our clients?... http://www.articlealley.com/article_183194_15.html 05th July 2007 The topic of life insurance, although an extremely useful idea in itself, often earns pejorative status in everyday conversations. Many of you have had former high school classmates or family members try and approach you on the topic of life insuranc... http://www.articlealley.com/article_182615_17.html 03rd July 2007