Monthly Archives: July 2015

Plan F Is Dead (Will Die in 2020)

By Jeff Sams As you may have heard, the Plan F Medicare Supplement is going away in 2020. The big question is – who would want the Plan F to go away? It’s not insurance agents, it isn’t consumers, and

Posted in Government, Medicare Tagged with: , ,

The expertise resource you need to keep clients – and add new ones

Take on the Disability Benefits Challenge Helping your clients navigate the changing – and sometimes complex – disability benefits landscape can be challenging, to say the least! Count on MetLife’s experience and insights to make it easier to confidently recommend

Posted in Insurance

Probabilities in Poker

Last update: April 2, 1999 Five Card Draw Below are the number of ways to draw each hand and the probability of drawing for the first draw in five card draw and in seven card stud. Five Card Draw  Hand

Posted in Fun Tagged with:

Descriptions and Rankings of Poker Hands

Poker hands are described and ranked from the strongest at the top and weakest at the bottom. Five of a Kind A five of a kind (which is only possible when using wild cards) is the highest possible hand. If more

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Evaluating Creative Pieces like Advertising or Direct Mail

As business owners, you need to know about marketing and evaluating creatives. It will become more important as the amount of marketing increases, as you increase your marketing efforts. Every marketing piece, whether it be distributed to a large group of

Posted in Business Development, Sales & Marketing Tagged with:

The surprising truth about where, when and why retirees relocate

JUL 15, 2015 | BY MICHAEL FINKE One of my hobbies is collecting photographs from the retirement brochures handed to clients of financial services companies. My personal favorite genre is the silhouette of a white-haired husband and wife sitting in lounge chairs on

Posted in Boomer Products, Long Term Care, Medicare, Sales & Marketing Tagged with: ,

Protected Health Information (PHI) and Personal Identifying Information (PII) Enumerated

Prepared by: UCLA’s Office of the Human Research Protection Program Tip Sheet: Protected Health Information and Personal Identifying Information (last updated May 13, 2011)

Posted in Government, Medicare Tagged with: , ,

Principles of Social Interaction/Exchange

Social interaction often leads to social exchanges where people not only talk but do things for each other; these are social exchanges. These principles apply to the people you work with: clients, employees, neighbors … everyone. The ‘exchanging’ of rewards

Posted in Business Development, Future Opportunities (Vision), Personal Enrichment, Sales & Marketing, Training Tagged with:

Marketing Mix (Before Social Media) Outlined

A quick list of marketing-mix variables: Product Features Quality Packaging Branding Services Guarantees Assortment Distribution Types of channels Location Storage Transportation/Logistics Price List price Credit terms Discounts Selection/Allowances Flexibility Promotion Promotion blend Advertising Media Copy Timing Personal selling Training Motivation

Posted in Business Development, Sales & Marketing Tagged with:

Drucker’s Meta-Questions (Deciding How To Decide)

Peter Drucker offers this list of questions to enable managers and owners of businesses to decide how to decide, a key activity of any owner or manager: What information do we need in this company? When do we need it? In

Posted in Business Development, Future Opportunities (Vision), Personal Enrichment, Training Tagged with: , ,