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    Jeff Janes

    Area Senior Vice President, Marketing of Partners Advantage

    Jeff is a 12-time, award-winning marketer with over 25-years experience who brings an ideal blend of sales skills and marketing experiences not found in most marketing executives so that he can consistently produce results.


    Recent Posts

    Four Goals Financial Professionals Should Set and Achieve This Year

    Posted by Jeff Janes on Wed, Feb 13, 2019 @ 12:00 PM

    Each year, we typically see people setting New Year resolutions. Unfortunately, most resolutions don’t hold up for more than a week or two, and we don’t think that’s right, especially if you’re a financial professional.

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    Tags: practice management

    Evolution of Life Insurance Tax Codes

    Posted by Jeff Janes on Wed, Dec 13, 2017 @ 01:00 PM

    Until 1982 no statutory rule existed that defined the characteristics of life insurance for federal tax purposes. However, in the early 1980s, Congress was motivated to act by the development of a new generation of Universal Life contracts because these new products provided significantly more cash-value build-up than was needed to support the death benefit.

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    Tags: IUL (indexed universal life insurance)

    Life Insurance Awareness - Advantages of Indexed Universal Life

    Posted by Jeff Janes on Wed, Sep 13, 2017 @ 12:00 PM

    Financial advisors should be aware of the full potential of life insurance as part of a comprehensive plan and discover if indexed universal life insurance (IUL) will benefit their clients. This collection of blog posts details the advantages of IUL and how it can benefit your clients.

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    These 7 Reasons are Why Top Producers Have More Success

    Posted by Jeff Janes on Wed, Aug 02, 2017 @ 12:00 PM

    During the more than 20 years I’ve been in the financial services industry, I’ve been fortunate to meet hundreds upon hundreds of financial professionals across the country and in various stages in the business. From the eager newbies to the sage veterans, I’ve visited with them all and here are the seven reasons I’ve found that top producers have more success in the business.

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    Tags: practice management, marketing for independent agents

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

    Posted by Jeff Janes on Wed, Jul 19, 2017 @ 05:14 PM

    There are various products out there that provide your clients with retirement income, and many of the traditional options such as a 401(k), IRA or Roth account come to mind. What many of your clients may not realize is that a properly structured and funded Indexed Universal Life (IUL) policy can provide your clients more benefits with less risk than the traditional options. 

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

    Why IUL Works for Your Clients Today and Tomorrow

    Posted by Jeff Janes on Tue, May 23, 2017 @ 05:05 PM

    Today with so many carriers and marketing organizations jumping on the Indexed Universal Life (IUL) bandwagon, it’s hard to believe that the product was actually introduced to the market in 1997. Back then, forward-looking insurance companies were trying to find ways to make their fixed insurance products more attractive.

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

    How Taxes Impact Your Clients' Different Financial Accounts

    Posted by Jeff Janes on Thu, May 11, 2017 @ 05:22 PM

    When choosing the best financial product for your clients, you must take the tax advantages or disadvantages into account. The way contributions, earnings, distributions, and death benefits are taxed could dramatically impact how much your clients or their beneficiaries receive when their accounts are cashed out. Here's a high level comparison of how taxes impact your clients' different financial accounts.

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

    How the Long Term Performance of IUL Benefits Your Clients

    Posted by Jeff Janes on Mon, Apr 17, 2017 @ 05:43 PM

    A question some clients raise is that they’ve been told that indexed universal life policies won’t perform over the long term, in other words the policy performance isn’t as rosy as illustrated. Before AG 49, many producers over-illustrated the power of IUL, and today those new guidelines help temper some of the more outrageous claims. However, many carriers are finding unique ways to enhance policy performance by reducing the costs to buy the indexing options.

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    Tags: IUL (indexed universal life insurance), practice management

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

    Posted by Jeff Janes on Mon, Apr 03, 2017 @ 05:37 PM

    Selling indexed universal life over the phone is relatively easy if you have access to products that overcome the big objections to buying life insurance. The first objection to IUL that you’ll typically hear is that it is expensive. Here's why IUL isn't as expensive as your prospects think...

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    Tags: IUL (indexed universal life insurance), practice management

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

    Posted by Jeff Janes on Thu, Jan 05, 2017 @ 05:41 PM

    The independent industry doesn't do a really good job of surveying it's field force regarding what they look for in an Independent Marketing Organization (IMO). Having been around the business for more than 20 years, and having talked with thousands of insurance agents regarding their wishes and wants, I thought I'd put together a listing of the top field requests I've heard over the past few years.

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    Tags: prospecting, coaching, marketing for independent agents, retirement strategies, sales techniques

    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.