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    3 Social Security Misconceptions That Permanently Alter Retirement Income

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Dec 04, 2019 @ 12:00 PM

    When and how your clients claim Social Security benefits is one of the bigger decisions they’ll face as they transition from their working years into post-working years. For many folks, Social Security will be one of their largest retirement resources, and it’s often the most mismanaged.

    Irrevocable decisions could potentially add or subtract tens of thousands of government-backed, inflation-adjusted, and tax-advantaged dollars from lifetime retirement resources.

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    Tags: Social Security, retirement strategies

    How to Craft a Mission Statement That Actually Improves Your Business

    Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

    If you are at all interested in marketing, you may have heard of marketing expert and author of Building a StoryBrand, Donald Miller. I was listening to a video Don did recently where he talked about the book, Top 101 Mission Statements from Top Companies. And he said, truthfully, most were pretty awful. Here's why: 

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    Tags: agency resources

    How Current Trends Could Be the Catalyst for Growth in Your Agency

    Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

    If you’re putting out fires in your business on a daily basis, you probably don’t have that much opportunity to think long-term. But a long-term plan allows you to achieve more in your business AND can help douse some of the fires you’re currently fighting. However... 

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    How Financial Professionals Can Multiply Their Marketing Efforts

    Posted by Lori Fogle on Wed, Nov 27, 2019 @ 12:00 PM

    If you're tired of cold calls to drum up business, want more than a mailing campaign, OR you're looking for a way to get seen by more of your ideal clients — you may be interested in a different way to grab your prospect’s attention in a crowded market...

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    Tags: prospecting, marketing for independent agents

    Signs that Imposter Syndrome May Be Harming Your Financial Practice (and how to stop it)

    Posted by Lori Fogle on Wed, Nov 20, 2019 @ 12:00 PM

    If you aren’t quite sure why you aren't where you want to be in your financial practice, I would encourage you to read this post. Because the psychological phenomenon we’re going to discuss may be at the root of that.

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    Why Millennials Might Be Your Next Target Market for IUL Insurance

    Posted by Lori Fogle on Wed, Nov 13, 2019 @ 12:00 PM

    I recently read an article on CNBC that said millennials would need to save a whopping 40% of their income over the next 30 years to be able to live off half their salary in retirement. Reading that, you might be thinking the same thing I was -- 

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

    How to Build More Effective Client Relationships This Holiday Season

    Posted by Lori Fogle on Wed, Nov 06, 2019 @ 12:00 PM

    When do you receive the most cards? I’m going to take a wild guess that it’s in December during Christmas season (or Hanukkah, Kwanzaa, Winter Solstice, Las Posadas, or Festivus). 

    Which is exactly why you can’t just send a Christmas card during the holiday hustle and bustle and expect to get noticed. Talk about throwing a needle into a haystack! Thankfully, there's something else you can do to stand out and build more effective client relationships this holiday season...

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    The Long-Term Care (LTC) Crisis: A Major Risk to Retirement Outcomes

    Posted by Bill Jackson J.D. CLU on Wed, Oct 30, 2019 @ 12:00 PM

    As many in our society near retirement age, a major worry is whether their income will last through retirement and if their desired outcomes will be in jeopardy due to a long-term care event. Is that likely?

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    Tags: long term care, living benefits

    How to Overcome Skepticism and Earn Trust with Prospects and Clients

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Oct 23, 2019 @ 12:00 PM

    In a world of skeptics — how do you earn the trust of your prospects and clients? Well, you’ll have to read this blog post to find out.

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    Tags: sales techniques

    Succession Planning for Insurance Agency Owners: Protect Your Most Valuable Asset

    Posted by Jason Konopik on Wed, Oct 16, 2019 @ 12:00 PM

    Are you crazy-busy running the day-to-day operations of your insurance agency? 

    Maybe a little afraid of how this boat would stay afloat if you weren't there paddling like your life depended on it? 

    Always rushing to meet a deadline or make a deal.

    Rarely taking the time to consider what would happen to the agency if you were to ever leave the business...

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    Tags: agency resources, succession planning

    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.