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    Could 'Stuffing the Tax Brackets' Help Clients in Retirement?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Feb 19, 2020 @ 12:00 PM

    I’m a creature of habit, and my Saturday morning routine always takes me to my favorite dry cleaners. The owner knows that I work in the financial services industry but made it clear on another occasion that he has an advisor already and one whom he seems to be happy with.

    We’ve never talked specifically about his personal finances because I don't  make a habit of talking business with folks unsolicited. I’m uncomfortable with it. On this day however, my friend asked me some questions...

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    Tags: taxes, Roth IRA

    How to Help Clients Leave a Legacy (Without Using a Stretch IRA)

    Posted by Bill Jackson J.D. CLU on Wed, Feb 12, 2020 @ 12:00 PM

    When clients think about leaving a legacy for their children, they have several choices. In the current environment there is a high probability the earmarked asset is an IRA account. With the passing of the SECURE Act, that could pose a problem. Here’s why:

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    Tags: IUL (indexed universal life insurance), Inherited IRAs, best sales techniques

    Wow Your Prospects with Videos: A How-To for Financial Professionals

    Posted by Steven Bieber on Wed, Feb 05, 2020 @ 12:00 PM

    If you aren’t currently using videos to promote your financial services business, you could be missing one of the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, these stats alone should prompt you to take advantage of this growing trend. But where do you start? 

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    Tags: marketing for independent agents, Marketing and Branding for Financial Professionals

    How Do You Define the Value of Financial Advice for a Naysayer?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 29, 2020 @ 12:00 PM

    For every delighted client you have, there are plenty of consumers out there who will never seek financial advice because it’s just not on their radar and there are others who actively avoid financial help. And then you have those who go out of their way to put down the services those in our industry provide... 

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    Tags: coaching, best sales techniques

    Does Conflict-Free Advice Exist?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 22, 2020 @ 12:00 PM

    Conflicts of interest naturally occur in business. When any form of compensation is being exchanged for a product or service, a conflict could exist. Most discussions and debate around conflict of interest in the financial services industry are centered around commissionable product sales, but what you might not realize is that fee-only advisors have conflicts of interest too.

    Let’s explore those —

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    Tags: sales techniques

    Grow Insurance Agency Profit with Professional Development Initiatives

    Posted by Lori Fogle on Tue, Jan 21, 2020 @ 12:00 PM

    We all have brand new goals we can’t WAIT to tackle. Many will make a huge push in January and then unfortunately, slip back into the same old patterns of doing business. Would you like to change that? To see a positive difference in your profits and your people this year?

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    Tags: agency resources

    How to Hit The Next Level in Your Financial Practice in 2020

    Posted by Lori Fogle on Wed, Jan 15, 2020 @ 12:00 PM

    We have unique views here at Partners Advantage when it comes to elevating and innovating your financial services and insurance practice. 

    In order to make more money and maybe even work less hours doing what you love (helping people not just survive but thrive in retirement), you have to do things differently. However, that's not the way many of us were taught in this industry... 

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    Tags: marketing for independent agents, sales techniques, agency resources

    The Key to Exceeding Customer Expectations in 2020

    Posted by Lori Fogle on Fri, Jan 10, 2020 @ 12:00 PM

    One of the first questions we have to answer as a business is… who is our customer?

    The term “customers” can be a grey area in the insurance agency and IMO space. We could assume that our only customer is the end-user: the insured or annuity contract owner. But that’s not the case.

    We have many “customers” and for the purposes of this blog post, I want agency owners to consider producers your number one customer.

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    Tags: agency resources

    What are the SECURE Act Opportunities?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 08, 2020 @ 12:00 PM

    On December 20, 2019, President Donald Trump signed into law a spending bill containing the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). The new legislation took effect on January 1st of 2020, giving only 11 days (minus holidays and weekends) for everyone to adjust. This has left many financial institutions and financial professionals affected and scrambling to prepare.

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    Tags: IUL (indexed universal life insurance), annuity, retirement strategies, Inherited IRAs

    Insurance Agencies That Want to Remain Profitable Know THIS

    Posted by Lori Fogle on Mon, Jan 06, 2020 @ 12:00 PM

    Financial success is not the sole indicator of a healthy organization. In fact, it’s more an outcome of a healthy organization. Let me explain --

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    Tags: agency resources

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.