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You are here: Home / Archives for Featured Story

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

Volatility Control Indices – Help or Hinderance for FIA Clients?

May 25, 2018 By Davis Life & Annuity Leave a Comment

Volatility Control Indices have become the new buzzwords in the fixed indexed product world. According to recent data from Wink, Inc.’s AnnuitySpecs tool, there are 78 indexing options that include volatility control. We get overwhelmed on a daily basis with back-casting and other statistics stating how well these various indices would have returned in the past. So, is the concept of volatility control an enhancement to this great product or another confusing variant? First, a quick primer on … [Read more...]

Filed Under: Annuities, Bottom #1, Estate Planning, Featured Story, Financial, Financial Planning, Income Planning Tagged With: Annuities, Annuity, Fixed Annuities, Indexed Annuities

When Annuities Make Sense in Retirement

April 19, 2018 By Christopher P. Hill Leave a Comment

With life expectancies greater than ever, retirement could very likely be the longest phase of our client's lives. Therefore, it is absolutely imperative for retirees to have a plan in place that; • Provides the ability to spend and enjoy their money in retirement and • Protects them from "living too long" and outliving their income. Since retirement income planning is an extremely important and complicated process, this is something retirees should not attempt to do on their own. In … [Read more...]

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Filed Under: Annuities, Featured Slider, Featured Story, Financial Tagged With: Annuities, Annuity

Tax Reduction Tools for Producers

April 2, 2018 By Annuity.Org Leave a Comment

Many people are exhausted after tax season. They've been busy tracking down receipts, filing paperwork and meeting deadlines. Many just want a break from numbers for a while. But it’s an agent's job to steer these weary taxpayers in the right direction. Make the aftermath of Tax Day (April 17) an opportunity to help your customers prepare for Uncle Sam's inevitable visit next year. The best way to do that is by touting the tax benefits of annuities and other similar insurance and … [Read more...]

Filed Under: Annuities, Bottom #2 and #3, Featured Slider, Featured Story, Financial, Life, Sidebar Tagged With: Annuities, Annuity, Life Settlements, tax, tax advantages, Taxes

Three Elevator Speech Stories

February 7, 2018 By Tom Hegna Leave a Comment

An elevator speech is your 30 seconds of fame. I have worked in the financial industry for decades. That sentence right there probably sounds mundane, but what if I told you, “I showed people that retiring happily ever after is within their grasp!” A good elevator speech is all about choosing the right words and language to tell your story. Here are three examples of how to turn financial jargon into stories that sell. Whether you're joining a new team or attending a local barbecue, you can … [Read more...]

Filed Under: Client Acquisition, Featured Story, Publishers Picks Tagged With: Elevator Pitch, Elevator Speech

Helping Clients Teach Their Children About Finances

October 24, 2017 By Kobus Kleyn, CFP 1 Comment

As trusted financial planners we take good care of our adult clients through holistic long-term financial planning while building strong relationships. In addition, there are many of us delivering added value by taking it a step further to include all family members in the conversation, including children. Doing so opens up the possibility to build a long-term pipeline with our clients’ children who could be our clients of the future. This also provides crucial education and drives awareness of … [Read more...]

Filed Under: Client Acquisition, Featured Story, Presenting Tagged With: children, Money

Watch: Best Practices for Success in Your Business [from Life Happens]

March 6, 2017 By Marvin Feldman 1 Comment

Top of the Table Advice

In my 50+ years in the business, I’ve found few things more effective for recharging my business and my personal outlook than listening to my peers talk about what’s working—and not working—for them. My colleagues who belong to the Million Dollar Round Table are an ongoing source of inspiration for me. Younger advisors, like Danny O’Connell, bring a fresh perspective to the business, based on growing up with technology and balancing it in an industry that moves much more quickly than before … [Read more...]

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Filed Under: Client Acquisition, Featured Story, Life Tagged With: Best Practices, Business Practice

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Featured

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...]

Annual Reviews are Due

As financial professionals, our job is to constantly seek new and improved … [Read More...]

Just Email Me Something

What do you say when you get this objection while prospecting? If you’re … [Read More...]

Which Life Insurance Policy Is Right for Your Client?

Agents should review their client’s life insurance needs at least every … [Read More...]

Questions of the Jury - Goldberg

Questions of the Jury

I was almost on jury duty last week – actually disappointed that I wasn’t. … [Read More...]

How to Sell Life Insurance in the Workplace

If you are trying to sell life insurance by cold calling, buying expensive … [Read More...]

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