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    Why Your IUL Illustration May Require a Second Look

    Posted by Bill Jackson J.D. CLU on Wed, Sep 04, 2019 @ 12:00 PM

    Although the general trend in product popularity has stayed the same with little change in the market share for Indexed Universal Life, Whole Life, Guaranteed Universal Life, and Term,  there are certain aspects of the life insurance space that are changing dramatically. 

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    Tags: IUL (indexed universal life insurance)

    5 Tips for Attracting Top Senior Level Talent to Your Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Aug 28, 2019 @ 12:00 PM

    Recruiting top talent to your insurance agency can not only warrant a higher multiple at sale but also increase current growth potential and cultivate a more stable investment. But it requires you to have a plan to create your magnetic offer for senior level talent. 

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    Tags: agency resources

    76% of Clients Would Switch Financial Professionals for This Reason

    Posted by Lori Fogle on Wed, Aug 21, 2019 @ 12:00 PM

    There's plenty of information regarding retirement planning and financial matters available to consumers today. With convenient access to so many different topics and multiple perspectives, consumers can thoroughly educate themselves.

    However, as with any topic, the information and the knowledge might be there — but clients will only stick around if you help them apply this knowledge. 

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    How You Can Help Increase the Longevity of Your Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Aug 14, 2019 @ 12:00 PM

    There’s one (of many) aspects of your agency that even when all else seems to be running smoothly, has the potential to make or break it.

    What is that? 

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    Tags: agency resources

    Is an MVA on a Fixed Indexed Annuity Good or Bad for a Client?

    Posted by Lori Fogle on Wed, Aug 07, 2019 @ 01:00 PM

    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.

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    Tags: annuity

    Insurance Agent Grows His Business 5 to 10X with Retirement Analysis Software

    Posted by Lori Fogle on Wed, Jul 31, 2019 @ 12:00 PM

    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.”

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    Tags: practice management, sales techniques

    How to Achieve Your End Goal for Your Independent Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Jul 24, 2019 @ 12:00 PM

    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.

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    Tags: agency resources

    Could This New Way of Marketing Transform How You Prospect?

    Posted by Lori Fogle on Wed, Jul 17, 2019 @ 12:00 PM

    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.


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    Tags: workshops and seminars, prospecting, marketing for independent agents

    Why More Women Should Become Financial Advisors

    Posted by Lori Fogle on Wed, Jul 10, 2019 @ 12:00 PM

    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? 

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    Tags: coaching, agency resources

    Does Your Agency - IMO Relationship Include These 5 Quality Indicators?

    Posted by Jeremy Rubin on Wed, Jul 03, 2019 @ 12:00 PM

    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 on service, support and growth initiatives that encourage them to continue doing business with your firm. Meanwhile, the relationship with your upline IMO should be running smoothly in the background.

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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.

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