May 12

DOL ruling got you down?

If you’re like a portion of the advisors we work with, the confusion surrounding implementation of the DOL’s notorious ‘Fiduciary Rule’ has had an impact on your revenue goals for 2017. The question isn’t whether or not the DOL ruling will be implemented in its current form, or at all for that matter. The ‘damage’ to your production this year has already been...

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Apr 28

A Social Security Maximization Package?

Looking to take advantage of some low hanging fruit?

10,000 Boomers are turning age 65 every day. They are making, or have made social security elections. One of the basic facts about social security for married couples is there will be a loss of social security income at the death of one of the spouses.

Loss of income is never a good thing, but you have the...

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Apr 21

Funding College with an IUL

College funding is a big market. When advisors focus on this market, they’re often conducting late-stage planning for parents with children in high school where they’re using life insurance to eliminate assets off of the family balance sheet, so to speak.

Some advisors may use ‘College Planning’ as a throw-in service to attract prospects, but what they’re really...

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Mar 24

Big Mistake vs. Little Mistake

The sky is falling for life insurance/annuity advisors!

“What if President Trump repeals estate taxes?” “I’ve heard he is going to decrease income tax brackets?”

There goes the sizzle in the sale for life/annuity strategies, right? Wrong!! Many prospects will give you the “I want to wait to see what happens” objection.

It is important to remind ourselves, our...

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Mar 17

The "Silent Partner" In Your Clients' Retirement Plan

Do you have clients contributing to a 401k, 403b, IRA or other tax-deferred retirement plan? Of course you do. Most clients have some type of retirement plan.

Ask them two questions:

1. Do you think taxes will be higher or lower in the future compared to what you’re paying now?

Their answer will be “higher”.

2. Do you know who your “silent partner” is in your...

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