PDF Ebook , by Tom Hegna
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, by Tom Hegna
PDF Ebook , by Tom Hegna
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Product details
File Size: 3088 KB
Print Length: 218 pages
Publication Date: September 15, 2014
Sold by: Amazon Digital Services LLC
Language: English
ASIN: B00NMNGE7U
Text-to-Speech:
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Amazon Best Sellers Rank:
#437,815 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
The problem that advisors have, is that we get a lot of 'pitches' from wholesalers touting the latest and greatest products. We are also pitched to buy software in order to sell clients on the "latest and greatest" ideas. Then it's up to US as agents and advisors to figure out how to make it work within a client's total retirement income situation so the client can understand it all. And often... they don't.The job of the advisor is NOT to 'pitch product', but to provide comprehensive solutions. This book helps you to not only understand more of the generic products available as tools for our clients, but the mindset and communication language to help you convey the value of these financial tools in a compliant way. This book serves as a "cliffs notes" of some of the best ideas out there that you can reference and integrate into your work as a retirement income advisor.Just buy it and read it. You'll be glad you did.
Tom shares his knowledge and relationships with top associates to provide great real-life stories and examples of how to be successful in the retirement income market. Each expert has a different approach, making it possible for agents and advisors from all walks of life to find value.
Another good book
If you are in the business you need more depth, not a commercial for some advisors
Another great book, CDs just make it easy with these buys lives we have.
Great stories and unique perspective from retirement planning experts. Hegna hits a home run again!
Short and concise overviews of individual success in the the creating retirement income space but would have enjoyed more specific details.
Buy paychecks and paychecks and skip this one.
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