Category Archives: The Gift of Answers

Don’t Forget the Women Part 3 of 3

Faith Popcorn wrote a book entitled Eveolution, The Eight Truths of Marketing to Women.  In this book, she discussed how the marketplace was not doing a very good job of dealing with the issues and needs that concerned women and … Continue reading

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Don’t Forget The Women (Part 1)

Faith Popcorn wrote a book entitled Eveolution, The Eight Truths of Marketing to Women.  In this book, she discussed how the marketplace was not doing a very good job of dealing with the issues and needs that concerned women and … Continue reading

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What Beneficiaries do not Know Could be bad for Your Client Relationships

The Beneficiary Book was born on January 20, 1990 by Marty Kuritz who was a financial advisor at the time.  Here is his story about why he took the time to create the book. “I flew from San Diego to … Continue reading

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The Beneficiary Book – A Gift of Answers

The Beneficiary Book Have you ever given thought to how important you are to your family?  Consider all of the knowledge and answers you provide on a daily basis.  Now imagine they no longer had access to your knowledge or … Continue reading

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When The Time Comes

Leave Blank:Do Not Change:Your email:  Life is a journey.  How well prepared are you to deal with the bumps along the road.  Are you prepared to deal with emergencies; do you have the knowledge, skills, resources and support to navigate … Continue reading

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