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  2. Cold Calling Scripts and Tips for Financial Advisors

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  3. Cold calling - Wikipedia

    en.wikipedia.org/wiki/Cold_calling

    Cold calling in 1905. Cold calling is the solicitation of business from potential customers who have had no prior contact with the salesperson conducting the call. [1] [2] It is an attempt to convince potential customers to purchase the salesperson's product or service.

  4. I’m a Financial Planner: This Psychological Hack Is ‘Key’ To ...

    www.aol.com/m-financial-planner-psychological...

    Make a Spending and Savings Plan Once you have an exciting vision of your mid- or long-term goals, it’s time to plan the route to get there. Basically, you’re going to make a budget.

  5. Telemarketing - Wikipedia

    en.wikipedia.org/wiki/Telemarketing

    Telemarketing. Telemarketing (sometimes known as inside sales, [1] or telesales in the UK and Ireland) is a method of direct marketing in which a salesperson solicits prospective customers to buy products, subscriptions or services, either over the phone or through a subsequent face to face or web conferencing appointment scheduled during the call.

  6. Bankers Life - Wikipedia

    en.wikipedia.org/wiki/Bankers_Life

    The Bankers Life and Casualty Company was established in 1932 as a mutual life insurance company in Chicago, Illinois. [6] In contrast to most other life insurance companies, whose costs included salaries for accountants, sales agents, officers, and actuaries, Bankers Life minimized its overhead as a means of undercutting the monthly insurance premiums of its competitors.

  7. Kansas City Life Insurance Company - Wikipedia

    en.wikipedia.org/wiki/Kansas_City_Life_Insurance...

    Beginning as Bankers Life Association in 1895, [1] the company was founded by Major William Warner, President; J.H. North, Vice President; and S.E. Rumble, Secretary. [2] Its headquarters were originally located in the Scheidley Building at Ninth and Main Street [3] and later moved to the Navajo Building as the company expanded to Colorado and Minnesota. [4]

  8. Savings interest rates today: Swap sluggish savings for ... - AOL

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    Savings interest rates for Friday, December 6, 2024 (Connect Images via Getty Images)

  9. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    PFG was first founded under the name Bankers Life Insurance Company. [2] Bankers Life Insurance Company was founded by wealthy Des Moines bankers, including Edward Temple, Simon Casady, and Phineas M. Casady. [3] The bank was founded in 1879 with Temple as president and Phineas Casady as vice president. [4]

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