Jun 21

Do You Have An End Of Plan Strategy?

Over the years, I’ve worked with many advisors who’ve spent years building their book of business. They have a database full of loyal clients with whom they’ve built a trusting, lasting relationship. Or so they think. Throughout my conversations with them, I’ve uncovered a major threat that arises from the largest segment of many client bases.

This threat affects...

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Jun 14

I Hate Annuities

Have you ever had a client or prospect say, “I hate annuities?”

When I have conversations with clients about why they hate annuities, I have to do some digging to get to the answer. The first question I ask is, “what is it about annuities that you hate?” The common theme I find during these discussions is that clients don’t have a clear understanding of what an...

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May 31

How to Make Annuity Awareness Month Work for You

When it comes to developing a marketing campaign, choosing a compelling message can be daunting. That’s why when a national campaign comes along, it’s a great idea to take advantage of the message’s momentum. Jump on the ol’ bandwagon, if you will. As we close the book on May 2019, a national campaign will once again launch on June 1st – Annuity Awareness Month. 

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Apr 05

How to Decide Which Index Annuity Product Makes The Most Sense For Your Client

With all the index annuity products in the marketplace today, it can be challenging to sort through them to find the right solution for your client. So, it's important to know your client's individual needs along with the various features of the products you work with.

Here are three steps to decide what product is a good fit for your client:

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Mar 08

Ask These Questions When Your Clients Are Ready to Retire

When a client or prospect is ready to retire, they’ll need access to his or her assets to fulfill their income needs. Flexibility is critical during this time. Having a diversified portfolio of investments which they can use is essential for retirement income strategies. It also is important to find out how much income they actually need.

Here are several more...

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