http://www.isnare.com/?s=author&a=Larry+Klein Marketing Larry Klein Fri, 20 Oct 2006 00:00:00 +0800 http://www.isnare.com/?aid=94515&ca=Marketing Seminar marketing is a very powerful way to sell professional services. But most everything you read is shallow advice. In this article, let’s focus on one aspect in detail—how to convert the maximum number of seminar attendees to clients. I learned this valuable lesson from giving over 200 financia... Marketing Larry Klein Mon, 09 Oct 2006 00:00:00 +0800 http://www.isnare.com/?aid=91218&ca=Marketing 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 newspaper, radio and direct mail. Let’s go well beyond telling you that for se... Finances Larry Klein Mon, 25 Sep 2006 00:00:00 +0800 http://www.isnare.com/?aid=87484&ca=Finances 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 plan at school districts and governments), you can roll both the pre-tax and... Finances Larry Klein Thu, 14 Sep 2006 00:00:00 +0800 http://www.isnare.com/?aid=84579&ca=Finances The needs of people in retirement or about to retiree are different than those of baby boomers. Yet all you see in articles is advice for baby boomers on how to prepare for retirement. What about help for those age 60+ who have already cashed in their chips or about to do so? Good news. There has be... Marketing Larry Klein Sat, 15 Jul 2006 00:00:00 +0800 http://www.isnare.com/?aid=67380&ca=Marketing Some people in sales think a lead is a name from a list. That’s not correct. A name from a list is not a lead--it’s a suspect, a total stranger and it does not matter if they meet some criteria (e.g. age, occupation, net worth). A true lead meets your criteria AND has expressed interest in what you... Marketing Larry Klein Fri, 14 Apr 2006 00:00:00 +0800 http://www.isnare.com/?aid=46497&ca=Marketing I get a dozen e-mails a week offering me “free leads.” Most of these advertisements are bait to get agents to sign on with a particular insurance wholesaler or product provider as they grovel to add value by providing agents tools that will help make sales. But let’s take a closer look at what the i... Finances Larry Klein Tue, 28 Mar 2006 00:00:00 +0800 http://www.isnare.com/?aid=42930&ca=Finances 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 had no prior experience, mistakes are rampant.... Career Larry Klein Tue, 28 Mar 2006 00:00:00 +0800 http://www.isnare.com/?aid=43037&ca=Career 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 choose to: • Rollover the money into an IRA (ira rollover) • Take the lump sum and pay the income tax and potential... Marketing Larry Klein Sun, 05 Mar 2006 00:00:00 +0800 http://www.isnare.com/?aid=37805&ca=Marketing 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 sales person to a buyer. With seminar marketing, t... Finances Larry Klein Tue, 07 Feb 2006 00:00:00 +0800 http://www.isnare.com/?aid=32932&ca=Finances 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 the Medicaid system by middle income and even w...