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More from the Current Issue of AT

To truly connect with older clients, you must communicate with them in the manner  they are most comfortable. 

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Use DI insurance to protect a tech company’s most critical asset—its visionaries and owners of specialized knowledge.

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Nominate a rising star by May 9.

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Podcast Series

In this exclusive interview, NAIFA President Keith Gillies, CFP, CLU, ChFC, describes some of the association's greatest accomplishments during the past year and plans for taking the association to even higher levels of success. 

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AT Asks!

• Conducting seminars

• Using Centers of Influence marketing

• Using direct mail

• Asking for referrals

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