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    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?

    Pending Legislation Could Affect Inherited IRAs in a Big Way

    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?

    Why You Aren't Selling More IUL (And What You Can Do About It)

    Strategies Your Clients May Want During Uncertain Market Conditions

    Are You Prepared to Answer this Important Question for Your Clients?

    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

    Four 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

    We're Retiring amzfinancial.com on Sept 3rd!

    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

    Choosing the Life Insurance Carrier for Your Client's Policy

    Life Insurance Products for Clients Focused on Wealth Accumulation

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

    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

    Best Stress Management Techniques for Financial Advisors

    How to Identify the Best Clients While Prospecting

    Ask the Actuary Your IUL Questions

    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

    NAFA to Appeal Court Decision on DOL Fiduciary Rule

    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

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

    Welcome Clients with Skilled Front-Office Support

    5 Steps to Improve Your Business's Social Media Profiles

    Driving Your Financial Business is Like Piloting a Powerboat

    How to Introduce Yourself to a Prospect

    A Written Agenda Helps Financial Advisors and Their Clients

    Do You Talk Yourself Out of a Financial Product Sale?

    Why Illustrating a Switch From Death Benefit Option B to A Makes Sense

    Choose to Be Successful Instead of Mediocre

    How to Improve the Effectiveness of Your Prospecting Presentations

    Best Practices of Closing a Financial Product Sale

    When Financial Professionals Should Reject a Prospect

    5 Things to Consider Before Designing Your Financial Services Business Logo

    Nothing Leads to Failure Faster than Success

    Why A Professional Speaker Improves Your Prospecting Workshops

    Listen Twice as Much as You Speak: Business Communication

    Why Financial Professionals Need A Consistent Process

    Nurturing Prospects Creates New Clients

    What Is The Real Reason Prospects Buy?

    5 Ways to Get Business Paid Faster

    Should Your Client Take Fixed or Variable Loans?

    Why Traditional Sales Closing Techniques Fail

    How Are GPT and CVAT Different?

    6 Ways to Protect Your Clients' Data

    How Your Assistant Improves Revenue

    How To Establish a Marketing Budget

    Impact of Words and Selling Permanent Life Insurance

    IUL Prospecting Video for Social Media

    Five Things Clients Should Consider Before Saving Money For Retirement


    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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