Sep 15

Life Insurance Awareness Month

September is Life Insurance Awareness Month, giving you a great opportunity to creatively connect with clients and prospects. Establishing a marketing campaign that connects you with your clients can seem like an overwhelming task, so when a national campaign comes along, it’s a great idea to take advantage of the message’s momentum, especially when it shares such...

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May 14

Helping Clients Prepare for the Unexpected

Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your clients through this troubling period and help them work towards their financial goals.

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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 30

Staying Engaged During A Crisis

Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking for ways to stay engaged and connected with you while trying to do what’s best for public health. Here we have a...

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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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