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

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

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Do Annuity Payments Affect Your Social Security?

Annuity and structured settlement owners often worry that the stream of payments providing extra income during retirement years will negatively affect their Social Security benefits. They fear is that … [Read More...]

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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...]

indexAnnuities_JackofAllTrades

Indexed Annuities: Jack of all (Insurance) Trades

If you work in insurance, you’re likely already familiar with annuities, or at least aware of them. Their stated purpose is to provide tax deferred growth, followed by a stream of income in retirement … [Read More...]

SPECIAL FEATURES AND INTERESTS

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Huge Mistake I Made on Life Insurance… and Here’s What You Can Learn From It

I was asked what my “best” mistake was. I understood the intent of the question. We’re taught that we’ll fail often as we build our careers, but the most important thing is to learn from those mistake … [Read More...]

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How to Craft Your Value Proposition in Insurance

(This blog article is excerpted from Bill Cates’ newest book, Beyond Referrals.) Fundamental to your business success is your ability to discover, articulate, and communicate your value. For many y … [Read More...]

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

Mistake #5 - Too Much of Your IRA at RISK Become an IRA Distributor - Free Webinar June 25th @12pm Central  Click here to get the information and registrar (Best used by having your clients or pros … [Read More...]