Listed below are the current and past issues of Producer Insights.
These reports are written with your clients in mind. They
address topics of general interest, give solutions to problems faced by
you & your clients, and are written for easy understanding
If you are an active BHC producer, Producer Insights mailers are
provided to you in pre-printed client-ready form along with qualified
leads in zip codes you specify. For more information or for ideas on
using Producer Insights as a sales tool, call BHC marketing at
800.201.0224 and ask to speak with Team Insights.
August 2010 “Costly Old Habits Die Hard”...
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July 2010 “Prepare Your Clients for the Next Big One” ...
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June 2010 “Don't Follow the Herd: A Book Review” ...
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May 2010 “Do Successful Producers Set Appointments?” ...
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April 2010 “Tax-Deferred to Tax-Free Without Taxes” ...
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March 2010 “Client Profile Review (‘CPR’) Program” ...
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February 2010 “Annuity and IRA Maximization” ...
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January 2010 - Issue 2 “SPECIAL: Complete Roth Conversion Plan” ...
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January 2010 - Issue 1 “A Tale of Two FINRA” ...
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December 2009 “Looking Toward 2010” ...
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November 2009 “Countering the Nonsense” ...
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October 2009 “2010: The Year of the Roth” ...
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September 2009 “Web Site Marketing: Good to the Last Drip” ...
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August 2009 “Leads vs Qualified Prospects to See” ...
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July 2009 “SEC was Arbitrary & Capricious” ...
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June 2009 - Issue 2 “Update of SEC Rule 151(A)” ...
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June 2009 - Issue 1 “Roth Conversion: A Retirement Option” ...
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May 2009 “Carrier Diversification & Plan B” ...
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April 2009 “Tax Diversification Strategy for Retirement” ...
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