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You are here: Home / Archives for Featured Story

Increased 2020 Tax Deductible Limits for LTC Insurance Announced

November 8, 2019 By Franz Reiter Leave a Comment

Trust-Owned Life Insurance

The just announced increased 2020 tax deductible limits can be a significant benefit for those with tax-qualified long-term care insurance policies according to the American Association for Long-Term Care Insurance. “Tax deductibility for your long-term care insurance is a great subsidy especially after retirement, but only a small segment of newly purchased long-term care insurance policies offer the tax deductible opportunity,” explains Jesse Slome, director of the American Association for … [Read more...]

Filed Under: Bottom #1, Featured Story, LTC/HHC, Publishers Picks, Senior Products Tagged With: LTC, tax, Taxes

2020 MDRT Leadership Propels Personal and Professional Growth for U.S. Members

September 10, 2019 By Franz Reiter Leave a Comment

PARK RIDGE, Ill. (Sept. 4, 2019) — The 2020 Executive Committee strengthens MDRT’s offerings for the world’s leading financial professionals as Regina Bedoya, CLU, ChFC, takes her place as 94th President and newcomer Peggy Tsai, RFP, CCFP, assumes the role of Secretary. The five committee leaders create a unique combination which elevates MDRT’s service and embodiment of its membership base. Bedoya, a 26-year member, succeeds 32-year member Ross Vanderwolf, who will become the Immediate Past … [Read more...]

Filed Under: Estate Planning, Featured Story, Financial, Financial Planning, Income Planning, Publishers Picks Tagged With: MDRT

Rewarding Referrals Creates More Referrals

August 16, 2019 By Bill Cates, CSP, CPAE Leave a Comment

Let’s start with some empirical evidence – then we’ll get to the “how to.”  I’ve seen two studies that indicate rewarding clients for giving referrals stimulates more referrals. The first study was a life-insurance based study that showed that using small gifts to thank clients for referrals increased referrals by 40%.  A general industry study- conducted by Baylor University demonstrated that the use of small gifts to thank client for referrals resulted in 22% increase in referrals. While the … [Read more...]

Filed Under: Client Acquisition, Featured Slider, Featured Story, Networking, Prospecting/Referrals, Tools Tagged With: Referrals

10 Conversation Starters with the Wealthy

May 23, 2019 By Mike Kaselnak Leave a Comment

I Am Life Insurance

I have a secret for you. Most financial advisors assume the wealthy have tons of advisors chasing them.  They don’t.  The upper middle income has tons of advisors chasing them but the truly wealthy are sometimes ignored because advisors feel…” Why bother, those people probably have advisors knocking on their door every day.” With a little creativity, you can get a conversation started with someone that is truly wealthy.  If you are interested in taking a new look at how you can land the big … [Read more...]

Filed Under: Client Acquisition, Estate Planning, Featured Story, Financial, Financial Planning, Income Planning, Marketing, Publishers Picks, Selling Skills Tagged With: wealth, Wealth management

Referrals Aren’t Enough Anymore!

May 7, 2019 By Bill Cates, CSP, CPAE Leave a Comment

Have you noticed how difficult it is to reach people these days?  I’m sure you have. It’s hard enough reaching our existing clients, let alone prospects. The days of walking away with names and numbers (referred leads) are over.  Referrals just aren’t enough anymore. We have to think in terms of Introductions. Build a Culture of Introductions Getting introductions is not just about asking for them – although that’s an important strategy. Think in terms of creating a culture of introduction – … [Read more...]

Filed Under: Bottom #1, Client Acquisition, Featured Slider, Featured Story, Marketing, Prospecting/Referrals, Publishers Picks Tagged With: handling referrals, Introductions, Referrals

The 2-Minute Referral Script That Is Killing It!

March 4, 2019 By Mike Kaselnak 3 Comments

3-5-19 kaselnak

(I’m going to give you a formula, and a link to a short audio using the script, that guarantees you’ll get tons of referrals… but first let me vent.) Everything you’ve ever read or heard about referrals is B.S.  You know this… if any of it actually worked… we’d all be rolling in the dough!  Referrals are free. Referrals are easy to sell.  So, if we could get referrals coming in regularly, we’d all be doing it. Don’t get me wrong, we all DO get referrals… but it’s only when somebody a … [Read more...]

Filed Under: Bottom #1, Client Acquisition, Featured Story, Marketing, Objection Handling, One on One, Prospecting/Referrals, Public Relations, Selling Skills Tagged With: handling referrals, Phone Scripts, Referrals

Reduce Client Taxes and Establish Foundation for Growth

February 14, 2019 By William Upson, CLU, ChFC Leave a Comment

Reducing Client Taxes and

Assisting clients with income or estate tax reduction may seem like a small task in comparison to the vast amount of financial planning work advisors do yearly. However, if you can help your client find extra and unexpected funds in their tax returns, you can use those funds to set the client’s foundation for a lifetime of long-term success. Tax reduction techniques New tax reform laws in 2018 created significant tax liabilities to many consumer’s income and estate taxes. Most individual … [Read more...]

Filed Under: Bottom #1, Estate Planning, Featured Story, Financial, Financial Planning, Income Planning, Publishers Picks Tagged With: Financial Planning, Retirement, Retirement Planning, Taxes

Web Presence Tips for Independent Agents

January 2, 2019 By Ken French Jr Leave a Comment

Five Questions to Ask Before Offering Web-Based Benefits Administration

#1. Whether you value them or not the consumer now considers your website, your Facebook business page and your LinkedIn account like your modern-day office. Take pride in them, make sure they give the first impression worthy of your operation. Tip: At the bare minimum double check your contact information on these pages. You would be surprised how many times I call a phone # I see on a client’s Facebook business page and its wrong. Imagine if I was referred to you, I Googled you, and your … [Read more...]

Filed Under: Bottom #1, Client Acquisition, Featured Slider, Featured Story, Publishers Picks, Social Media Tagged With: Social Media, Website, Websites

Lessons Learned from the Loss of a Parent

November 20, 2018 By Jon Davis Leave a Comment

Using Life Lessons to Connect with Parents

My wife and I had to deal with the loss of both her parents recently. We were fortunate that her parents had their estate fairly well organized.  But after going through all of the issues that needed addressing – proper care for her mother during her final years, selling their home, disposing of property, dealing with the lawyers and CPAs, etc.; I was reminded of some basic tenets we often talk about in the insurance business, basic principles we need to apply to our clients and to our own … [Read more...]

Filed Under: Annuities, Estate Planning, Featured Story, Life, LTC/HHC Tagged With: CLTC, LTC, ltci

Why You Should Be Offering Long-Term Care Annuities

October 8, 2018 By Annuity.Org Leave a Comment

why you should be offering Long Term Care Annuities

Discussing a client's long-term health needs can be uncomfortable. Everyone wants to live an active and fulfilling lifestyle in retirement. But your health is unpredictable. Assisted living and home health care are expensive realities of aging. Long-term care is an unavoidable and highly important segment of retirement planning. Take advantage of Long-Term Care Awareness Month, a marketing campaign held annually in November, to get your clients thinking about their long-term care … [Read more...]

Filed Under: Annuities, Featured Story, Financial, Publishers Picks Tagged With: Annuity, Long Term Care Insurance, LTC, ltci

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Recent Posts

  • Handle the “I looked it over and not interested.”
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  • One Big Mistake to Avoid
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Featured

How To Find And Attract New Insurance Sales

Would you like to know the best insurance prospecting strategies for you to … [Read More...]

Rewarding Referrals Creates More Referrals

Let’s start with some empirical evidence – then we’ll get to the “how to.”  … [Read More...]

Referrals Aren’t Enough Anymore!

Have you noticed how difficult it is to reach people these days?  I’m sure … [Read More...]

4-16-19 How many sales

How Many Sales Opportunities Do You Miss?

And I mean every day! I often share a story about one of the networking … [Read More...]

Ways to Keep Generating Referrals

If you’ve been following my work for a while, you know that I view the word … [Read More...]

Five Questions to Ask Before Offering Web-Based Benefits Administration

Web Presence Tips for Independent Agents

#1. Whether you value them or not the consumer now considers your website, … [Read More...]

The Importance of Following Up

Tax Strategies to Ease Client Retirement Preparation

Taxes play an important role at every stage of life and are a crucial … [Read More...]

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