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The Importance of Goal Setting
The Planning Process
Concentrate on clarifying your vision and beliefs.
Identify specific strategies that will be implemented to achieve desired outcomes.
Establish clear, measurable, and quantifiable three-year...
ERISA at 50: A New Era of Fiduciary Accountability for Health...
OCTOBER 1, 2024 From USI
As the Employee Retirement Income Security Act of 1974 (ERISA) turns 50 this year, recent litigation and a Supreme Court...
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Salary Continuation Plans
Consider this, In the absence of a structured salary continuation plan aimed at replacing a portion or the entirety of a highly compensated employee's...
LATEST ARTICLES
Picking the Right Sales Job
If you want to be successful in any sales industry, there are a few things that you need to look for to make this...
Lost Opportunity Cost, What is it really?
Not only understanding lost opportunity cost but knowing how to recapture the capital in abusiness plan is 100% the key to success. I feel...
Building a Team
After an amazing week at The Business Planning Summit, for those of us that attended we can all agree that working in the business...
Time Kills all Deals.
The most important thing that a salesperson must understand is the process of selling itself. No matter what you are selling, there is a...
Lost Opportunity Cost, what is it really?
Not only understanding lost opportunity cost but knowing how to redirect the capital in a business plan is 100% the key to success. I...
You are Worthy of this Success
Industry specifics and Issues:
There are almost 6000 insurance companies in the United States. How on earth can someone that does not work in...
Lost Opportunity Cost: The killer of your business
Not only understanding lost opportunity cost but knowing how to recapture the capital in a business plan is 100% the key to success....
Financial Four Square, changing business planning forever
Finally, everything is on one page. One questionnaire is going to gather 95% of the information needed by your experts to do what...
Problems With Financial Representatives and Their Careers
Go-it-alone!
Too many times, in my career I have heard the phrase “eagles soar alone, buzzards go together.” I do believe this to be true...
Why Business Valuation is Necessary…
BEFORE WE KNOW WHERE A CLIENT IS HEADED, WE FIRST NEED TO KNOW EXACTLY WHERE THEY ARE. WE START WITH A FREE INTERNAL USE...
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