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

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

New Fiduciary Rule: A Game Changer for Brokers New Fiduciary Rule: A Game Changer for Brokers

How To Build Your Insurance Practice

At the end of this article is The Big Secret for achieving consistent sales success in the insurance business! However, before we get there,

How To Build Your Insurance Practice How To Build Your Insurance Practice

Basic Steps to Protect Your Clients Against Financial Ruin

Picture this. Your best clients are John and Jane Smith. Tomorrow you are sitting in your office and the phone rings. You pick up the phone

Basic Steps to Protect Your Clients Against Financial Ruin Basic Steps to Protect Your Clients Against Financial Ruin

#1 of the Top 10 IRA Mistakes

Mistake #1 - Missing a Required Minimum Distribution (Best used by having your clients or prospects read) 1st of 10 from the Book

#1 of the Top 10 IRA Mistakes #1 of the Top 10 IRA Mistakes

The 7 Deadly Referral Mistakes

Check out these 7 common mistakes most financial professionals are making. Are you making them? Are they killing your chances for more high-quality

The 7 Deadly Referral Mistakes The 7 Deadly Referral Mistakes

5 Rules for a Knock Out Speech

I was the speaker at an event last week for a financial firm. One of those "kickoff the quarter" deals. It’s always great to be part of

5 Rules for a Knock Out Speech 5 Rules for a Knock Out Speech

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Pitching the Longevity and Safety Promise

A recent TIAA-CREF survey found that 84 percent of Americans want guaranteed monthly income during their retirement years and that only 14 percent of Americans have annuities. The 70 percent of the … [Read More...]

companyGoesUnder

What Happens if My Insurance Company Goes Under?

There are a lot of common roadblocks to an annuity sale. By far the most common is the fear of “locking up” money for an extended period of time. From this stems a secondary fear: what happens if, dur … [Read More...]

selling_plainvanilla

Selling Plain Vanilla…

The Contrarian Approach to the Life Insurance Business This article is sponsored by: InforcePRO™ is a web-based platform that helps agencies and producers manage life insurance policy orphans, … [Read More...]

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#4 of the Top 10 IRA Mistakes [Free Webinar Included]

Mistake #4 - Not Establishing Separate Accounts Become an IRA Distributor - Free Webinar April 23rd @12pm Central  Click here to get the information and registrar (Best used by having your clients or … [Read More...]

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Maximizing Social Security: The Getting Paid To Wait Strategy

As life expectancy continues to rise and most Americans no longer have pensions, Social Security has never been more important to retirement success. For financial advisors working with boomers and … [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...]