May 06

How to Manage Retirement Finances During an Economic Upheaval

Retiring comfortably is a goal we all work towards. We save our salaries over years of hard work to finally settle down and enjoy all the wonder life has to offer. But what do you do when the economy sees a major shift and your plans are now in doubt?

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Apr 13

The Importance of a Strong Call To Action

The importance of a strong call to action (CTA) is more than just a few words thrown together on a social media post or an email, it’s about connecting your reader with the next step of action. This guide will help you create a compelling CTA to convert leads into customers.

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May 17

Here Are 5 Common Life Insurance Objections and How to Overcome Them

Recently on LinkedIn, a successful agent I know answered a newer agent's question on how to grow her business. I was impressed with his response to the inquiry:

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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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Jan 11

New Ways to Prosper in a Changing Market Environment

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...

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