Could offering portfolio analyses be the missing piece to your practice? A complimentary life insurance policy review is a great way to connect with more people and delight current clients. It provides value to your client, but make sure to always keep in mind the overall goal of the portfolio analysis: to find the best policy for the right reasons.
As the Principal of an IMO, I have many opportunities throughout the year to attend national wholesaler meetings. It’s a great chance to bond and see friends who are also direct or indirect competitors. Many of these folks are incredibly successful and run large organizations.
More than likely, you’ve heard the term “hybrid annuity” float around in conversations, or you’ve even discussed it yourself. The term “hybrid” is used indiscriminately to describe a variety of products, VAs or fixed products, and suggests consumers are “getting more for their money.” So, when people refer to hybrid annuities, what do they actually mean?
What if there was a way for you to get paid on managed assets without studying for your Series 65 test?
There was a time when mutual funds, insurance, and annuities ruled the world of investment options for financial professionals, and only the biggest institutional or qualified investors had deep enough pockets to utilize wrap accounts. Today, you can open a...
The New Year starts on Tuesday. Are you prepared to hit the ground running?
This is an important time of the year, as preparations are underway to get off to a fast start come Tuesday. Are you doing all you can to be ready for 2019?