Before we get into whether an MVA would be “good” or “bad” for a client, let’s talk about what an MVA is — because let’s face it, there A LOT of acronyms in the insurance world and it’s hard to keep them all straight.
For years, business was as good as David thought it could get. But about a year and a half ago, he started questioning whether there was way he could provide more value to his clients and get away from feeling like the stereotypical “product-pusher.”
You've built your agency — now what?
As an agency owner, you’ve put in the years of work — sometimes 60-80 per hour weeks. Maybe you even had to spend time away from family to get the thing off the ground just so you could have the lifestyle you want now. I know I did when I started Partners Advantage 26 years ago.
Tags: agency resources
There is a subtle, but powerful shift happening in marketing and it could affect the way you prospect for clients.
The traditional way of marketing was a “push” method where you pushed your product, your service, your offer to the client by way of an ad in a trade publication, cold-calling, or in-person sales pitches. And there are times this still works, but there's a new marketing method in town and it can attract more clients and build stronger, longer-lasting relationships.
My daughter will soon be graduating high school and is in that stage of life where she’s puzzling over which career path to take. Being in the financial services industry, I asked if she’d considered becoming a financial advisor1. Her response?
You are a business owner. And your business is to recruit producers and wholesale life, annuity, linked benefits, or other products to those producers while also focusing onupline IMO should be running smoothly in the background.
Tags: agency resources
Inherited IRAs, or “Stretch IRAs,” as we know them today could soon be history. There are two retirement bills floating through Congress that aim to overhaul America’s retirement system.
Tags: Inherited IRAs
To make it easier for you to share, save, or print the key factors for clients to consider when doing a Roth IRA conversion, we've created an infographic for you. Check it out below.
Premium financing can be a valuable financial tool, but the strategies behind it can be complex. Before you discuss the topic with a client, you need a clear understanding of premium finance options because this must be set up and managed correctly.
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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.