SecurePay 5 – Protected Lifetime Income Benefit

Remember 5% up and out when you meet with your client Market volatility and life uncertainties can impact client confidence as they near

SecurePay 5 – Protected Lifetime Income Benefit SecurePay 5 - Protected Lifetime Income Benefit

The 3 Building Blocks of Life Insurance

All life insurance products are actuarially created by calculating the relationships of mortality, interest, and expense, and the financial

The 3 Building Blocks of Life Insurance The 3 Building Blocks of Life Insurance

Trusted Advisor or Typical Salesperson?

Does anyone, besides me, get a little tired of the buzz words thrown around in the sales profession? Salespeople are told to be trusted

Trusted Advisor or Typical Salesperson? Trusted Advisor or Typical Salesperson?

Testimonials You Can Use No Matter How You Are Licensed

We’d all love to use testimonials… they are powerful.  However, the rules about testimonials depend upon how you are licensed.  So,

Testimonials You Can Use No Matter How You Are Licensed Testimonials You Can Use No Matter How You Are Licensed

Protecting Your Nest Egg(s)

As financial advisors, we are required to take exams, acquire licenses, and perform continuing education, with the primary objective of

Protecting Your Nest Egg(s) Protecting Your Nest Egg(s)

Two Important Points on Closing More Life Insurance Sales [Examples Included]

Closing Point #1… No One Likes To Be Told What To Do! One of the main reasons why so many agents and advisors struggle with closing

Two Important Points on Closing More Life Insurance Sales  [Examples Included] Two Important Points on Closing More Life Insurance Sales  [Examples Included]

How to Eliminate Objections

I was coaching a client this week and he was complaining about the biggest objection he almost always gets at the end of his presentation

How to Eliminate Objections How to Eliminate Objections

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mistake

#3 of the Top 10 IRA Mistakes [Examples Included]

Mistake #3 - Not Properly Designating Beneficiaries Become an IRA Distributor - Free Webinar March 26th @12pm Central  Click here to get the information and registrar (Best used by having your cli … [Read More...]

youngworkers

New Fiduciary Rule: A Game Changer for Brokers

With today's standards for selling retirement tools under scrutiny, it’s time to rethink your strategy of offering clients your recommendations for products like annuities and high-commission p … [Read More...]

saythis

Don’t Say That, Say This! [Examples Included]

Sales is set of skills that anyone can learn. If you learn and then practice the right skills, then things will be easier for you, and you’ll have more success. But if you don’t learn and use the rig … [Read More...]

SPECIAL FEATURES AND INTERESTS

whitehouse

Proposed Fiduciary Rules for Brokers Could Impact Annuity and Life Agents – Obama Tells DOD to Move Forward

Please read the 2 short articles below. In a nutshell; Brokers who work for Broker Dealers may soon face the same fiduciary responsibility as Registered Investment Advisors. This action, when it … [Read More...]

referral

What IS a Referral?

If you ask the right question, you get the right answer. If you don’t ask the question, the answer is always no. Well, in this case, if the question doesn’t get asked, the cost could be not receiving a … [Read More...]

prepare4network_event

How to Prepare For a Networking Event

Every now and then, I have a one-on-one meeting with someone. Not just anyone but someone. And certainly not everyone. Although everyone can lead to someone which is much better than just anyone. And … [Read More...]