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    How to boost prospecting by reshaping your sales process.

    How to use expertise to grow your agency.

    What's the right business model for your agency? And how to use it to increase longevity and profitability.

    Want to Keep Your Agency Running Smoothly and Drive More Sales? Here's How...

    How to Find and Bring On the Best Talent in the Insurance Business

    5 Ways Financial Professionals Can Become Known in Their Target Market

    3 Strategies to Help Close IUL Sales with High-Income Clients (That Successful Financial Professionals Use)

    How Product Expansion Could Help Your Agency Accomplish 3 Major Goals This Year

    Top 10 Most-Read Blog Posts of 2020

    What You Need to Know About IUL Insurance Policy Loans

    3 Ways to Help Clients Avoid Underestimating Their Retirement Spending

    How to Make Your Life Insurance Sales Goals a Reality in 2021

    An Underutilized Strategy to Help Pay Health Care Costs in Retirement

    Sequence of Returns Risk Simplified for Your Clients

    Wealthy Family Secrets That Could Benefit Your Middle-Income Clients

    How Mike Turned 1-Minute Videos into First Appointments

    Not Sure When to Use a Term Conversion Strategy? Here's What You Need to Know

    How to Help Clients Fill the Social Security Income Gap

    When Does a Roth IRA Conversion Make Sense?

    5 Mistakes to Avoid When Using Life Insurance in College Planning

    Volatility Control Indices: Are they as good as they look?

    5 Steps to More (and Better) Financial Services Clients

    How to Choose a Life Insurance Carrier for Your Client's Policy

    Help Make Clients Immune... with Life Insurance?

    Be a Mind Reader of Client Financial Concerns

    Here's How IUL Insurance Could Benefit Clients of Almost Any Age

    Help Turn More Attendees into Qualified Leads After Your Webinar

    Bond Alternatives You Can Use to Strengthen Clients' Portfolios

    Protection Beyond the Pandemic

    4 Ways Clients Can Use Life Insurance in a Retirement Income Strategy

    How Should Financial Professionals Deliver Bad News to Clients and Prospects?

    Creating Opportunities in a Virtual World

    Benefits that Could be Available to You Under the CARES Act

    3 Ways Clients Could Increase Returns (without additional investment risk)

    Do Your Clients Have Lazy Money?

    5 Ways to Get Business Paid Faster

    Stress Management Techniques for Financial Professionals

    How to Prioritize Long-Term Care Insurance (LTCi) Options for Clients

    Switching from Commission-Only to a Hybrid-Advisor Model: Is it right for you?

    3 Mistakes You're Making at Workshops and Seminars (and how to fix them)

    How to Add to Your Bottom Line (without acquiring new clients)

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

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

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

    Grow Insurance Agency Profit with Professional Development Initiatives

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

    The Key to Exceeding Customer Expectations

    What are the SECURE Act Opportunities?

    Insurance Agencies That Want to Remain Profitable Know THIS

    Ensure Your Insurance Agency SWOT Analysis Isn't an Exercise in Futility

    A Roundup of Our Most Popular Blog Posts for 2019

    Keep it Simple: Structuring an Annuity that Helps Protect Your Clients

    Does a Delayed Strategy for Social Security Make Sense?

    3 Social Security Misconceptions That Permanently Alter Retirement Income

    How to Craft a Mission Statement That Actually Improves Your Business

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

    How Financial Professionals Can Multiply Their Marketing Efforts

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

    Why Millennials Might Be Your Next Target Market for IUL Insurance

    How to Build More Effective Client Relationships This Holiday Season

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

    How to Overcome Skepticism and Earn Trust with Prospects and Clients

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

    [Financial Professionals] Want to Get More Appointments from LinkedIn? Read This.

    Planning for College Costs While Preserving the Retirement Nest Egg

    What's Your Prospect's Problem? How and Why You Need to Figure It Out

    Should Your Clients Fear a Recession?

    It's All About the Story … According to Our Brains

    Why Your IUL Illustration May Require a Second Look

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

    76% of Clients Would Switch Financial Professionals for This Reason

    How You Can Help Increase the Longevity of Your Insurance Agency

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

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

    How to Achieve Your End Goal for Your Independent Insurance Agency

    Could This New Way of Marketing Transform How You Prospect?

    Why More Women Should Become Financial Advisors

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

    Roth IRA Conversions: 5 Factors Your Clients Should Consider

    Understanding Two Types of Life Insurance Premium Finance Options

    Should You Bother With a Younger Generation of Insurance Clients?

    Yes... Even You Need a Coach!

    Could This Make Clients' Annual Financial Reviews More Worthwhile?

    Powerful Questions That Help You Map Out a Client's Retirement Journey

    5 Hard-Learned Lessons From the DOL: An IMO Perspective

    If Clients' Dollars Have a Purpose, Are Those Accounts Really Liquid?

    Strategies Your Clients May Want During Market Turbulence

    Top 4 Succession Options Producers Can Share with Business Owners

    Help Your Clients Be Aware of RMDs and Related Taxes in Retirement

    What is the End Game of Your Financial Services Agency?

    Tax Deduction Limitations of IRC Sec. 199A for Financial Professionals

    6 Ways to Help Increase Attendance for Financial Services Workshops

    Share the Value of Long-Term Care and Annuity "Doubler" Income Riders

    Tax Cuts and Jobs Act Strategies for Financial Services Businesses

    4 Goals Financial Professionals Should Set and Achieve This Year

    Is It Time to Merge or Sell Your Financial Services Agency?

    Arthur J. Gallagher & Co. Acquires Partners Advantage Insurance Services, LLC and AMZ Financial Insurance Services, LLC

    Is the Split-Dollar Strategy Still Alive in 2019?

    6 Steps You Can Take to Partner with a CPA to Gain New Clients

    Can Financial Professionals Afford Not to Have an Assistant?

    Annuity Production Predicted to Increase for Financial Professionals in 2019

    Great American's Two New Annuities

    Non-Medical vs Underwritten Life Insurance Policies

    Two Insurance Marketing Powerhouses Announce Merger

    Carrier to Make Changes to Caps & Participation Rates Due To Market Conditions

    Life Insurance Products for Clients Focused on Wealth Accumulation

    Why IUL Cap Rates are Decreasing

    Getting Your Prospect to Think About Longevity, and Longevity Calculators

    How Your Clients Can Increase Future IUL Contributions

    3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

    Best Sales Techniques for Financial Advisors and Insurance Agents -

    Top 10 Posts From Our Blog This Year

    How Financial Professionals Can Find More Leads

    Evolution of Life Insurance Tax Codes

    Importance of Retirement Income Planning Strategies for Your Clients

    Why Financial Professionals Need a Marketing Calendar for Their Businesses

    How Order of Returns Risk Can Impact Your Clients

    Don't Let Prospects Stall with the Excuse "After the Holidays"

    The First Step of Social Media Marketing for Financial Professionals

    Why Many IMOs Have Earned a Bad Reputation

    5 Important Lessons From Workshop Prospects Who Said "No Thank You"

    Questions You Should Ask Clients to Reduce Delayed Applications

    LTC: A Possible Solution for Your Client's "Rainy Day" Funds

    Are Your Clients Hiding Financial Assets from You?

    Life Insurance Awareness - Advantages of Indexed Universal Life

    3 Negative Beliefs Many Prospects Have About Financial Professionals

    Why Your Clients are Starved for Higher Interest Rates

    5 Reasons to Create a First Impression Kit for Your Business

    How You Can Turn More Workshop and Seminar Attendees into Clients

    These 7 Reasons are Why Top Producers Have More Success

    Bond Alternatives You Can Use to Strengthen Your Clients' Portfolios

    How IUL Policies Can Provide Your Clients More Benefits with Less Risk

    5 Valuable Lessons I Learned from a Prospect Who Said "No"

    Independent Advisors Should Choose an IMO with a Skilled Support Team

    How to Plan for a Client's Provisional Income in Retirement

    The "Amazon Effect" of Technology on Your Prospects and Clients

    Financial Professionals Need to Create Individualized Strategies for All Clients

    Golf Outings: A Financial Services Tool for Client Appreciation

    How Your Client's Indexed Universal Life Policy Credits Interest

    5 Important Details to Consider When Helping Clients Plan for Retirement

    Is It Time to Retire the "Rule of 100" and One-Size-Fits-All Plans?

    Why IUL Works for Your Clients Today and Tomorrow

    Why and How Financial Professionals Should Fire a Client

    Selling to Younger Prospects in the Age of Technology

    How Taxes Impact Your Clients' Different Financial Accounts

    What You Should Know Before Requesting an Illustration

    How Financial Advisors Can Meet with More Qualified Prospects

    Why Financial Advisors Should Work with a Graphic Designer

    Do Your Clients See You as a Financial Supplier or an Architect?

    The Best Place to Host Your Prospecting Seminars and Workshops

    Are PowerPoints a Financial Professional's Friend or Enemy?

    Every Financial Plan Needs a Solid Foundation

    How the Long Term Performance of IUL Benefits Your Clients

    3 Steps to Create Walking Billboards (Referrals) for your Business

    Font Matters: 5 Ways Advisors Can Improve Their Marketing Materials

    What Does a Home Improvement Store Have to Do with Financial Services?

    Why IUL Isn't as Expensive as Your Clients May Think

    My Favorite (and the Best) Financial Product for Clients

    How to Organize Your Financial Services Office Space

    How to Build the Roster of Your Financial Team

    Know Who You're Talking to at Prospecting Workshops and Seminars

    Why You Need to Have Annual Review Meetings with Clients

    How to Improve Your Financial Services Office with Technology

    Why Cheap Prospecting Programs Are Not Low Cost

    Create a Complete Financial Plan for Clients with Your Team

    Why Prospecting Isn't as Expensive as You Think

    How to Identify the Best Clients While Prospecting

    Do Your Clients Have Lazy Money?

    Why You Need Consistently Branded Marketing Materials

    How to Succeed as an Independent Financial Professional

    Top 6 Business Mistakes of Financial Advisors (and How to Avoid Them)

    Why Financial Advisors Should Participate in Mastermind Group Meetings

    How Your Professional Appearance Affects Productivity and Confidence

    CD's, Fixed Annuities, and Fixed Indexed Annuities Share the Same Risk

    How to Present Concepts to Prospects Who are Interested in Details

    All Financial Advisors and Agents Need These Software Programs

    5 Traits of the Most Successful Financial Advisors

    Get it Together! - the Impact of Organization on Productivity

    8 Things an IMO Should Do for Their Insurance Producers this Year

    Why You Should Have Meetings in an Office Instead of Making House Calls

    5 Important Things to Remember when Meeting with Prospects

    How to Establish a Professional Financial Services Office

    Why Advisors Need Credible Financial Literacy Certifications

    What Your Logo's Colors Mean to Prospects and Clients

    How Financial Advisors Can Build Trust with Prospects and Clients

    You Should Own Indexed Annuities if You Sell Them

    Financial Advisors Should Be Using Video Marketing

    Provide a First Class Experience for Your Prospects and Clients

    Another Brick in the Wall (Street)

    How You Ask Questions Can Improve First Meetings with Prospects

    Why Indexed Products Are Not Created Equal

    What Your Body Language Tells Your Prospects

    Don't Stop Prospecting During the Holidays

    What Your Prospects Need to Hear You Say

    3 Mistakes You're Making at Workshops and Seminars

    Financial Advisors Should Be Cautious of "Super Sized" Annuities

    5 Tips for Designing Your Financial Services Website

    Dealing with the DOL Fiduciary Rule

    How Financial Advisors Can Fix a Bad First Impression

    Winning the Race to Success as a Financial Advisor


    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.