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    Lori Fogle

    Marketing Copywriter for Partners Advantage


    Recent Posts

    When Does a Roth IRA Conversion Make Sense?

    Posted by Lori Fogle on Wed, Aug 05, 2020 @ 12:00 PM

    There are a few factors that make converting a Traditional IRA to a Roth IRA more ideal. Currently, amid the pandemic, we have a combination of factors that have created a bit of a silver lining for those considering a conversion.

    In this post, we’ll dig into when it makes sense to do a Roth IRA conversion and 3 reasons why it’s worth having a conversation with clients about it right now.

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    Tags: Roth IRA, Roth Conversions

    5 Mistakes to Avoid When Using Life Insurance in College Planning

    Posted by Lori Fogle on Wed, Jul 22, 2020 @ 12:00 PM

    Do you have clients or prospects who are planning to help pay for their children's college education? It probably comes as no surprise that the cost of a tuition has skyrocketed—but just how much are we talking?

    Since 1982, tuition has went up a whopping 500%, which to put in perspective, is twice as much as costs for medical care and three times as much as the overall Consumer Price Index during that same period (Source). 

    And the cold truth-- the families who don’t plan ahead may not be able to send their kids to the college of their choice. As a financial professional, you can help put clients in a better position to cover a portion of these costs down the road through their decision to purchase a life insurance policy. 

    But here's what you need to know: if you're considering showing clients how to use the cash value in permanent life insurance to supplement costs when college planning-- make sure it’s done correctly. In this post, we’ll cover 5 top mistakes to avoid:

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    Tags: IUL (indexed universal life insurance), college planning

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

    Posted by Lori Fogle on Wed, Jul 08, 2020 @ 01:00 PM

    Right now, it’s tough to find an S&P 500® cap on a fixed indexed annuity or indexed universal life product that will get a client excited. With the recent drop in the market and rates at an all-time low, you’re likely searching for a way to give your clients SOME hope of a credit in their indexed annuity or IUL policy. Have you considered a volatility control index? In this post, we dive into ways to evaluate them --

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    Tags: IUL (indexed universal life insurance), annuity, volatility control index

    5 Steps to More (and Better) Financial Services Clients

    Posted by Lori Fogle on Wed, Jul 01, 2020 @ 12:00 PM

    Imagine getting rid of the headache of strained client relationships or a lack of clients. And instead attracting and retaining more ideal clients who give you repeat business and happily refer you. Sounds great, right? But the real question is:

    What do you have to do to make this happen?

    ^ That question plagues a lot of financial professionals.

    And we've got an answer in today's blog post... 

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    Tags: Client experience

    Help Make Clients Immune... with Life Insurance?

    Posted by Lori Fogle on Wed, Jun 17, 2020 @ 12:00 PM

    It's been since January when the first case of coronavirus was reported in the United States and mid-March since the first stay-at-home orders were issued and understandably, our country is still reeling. As of June 4th, it was reported that 21.5 million Americans were unemployed and over 100,000 small businesses have had to close their doorsThe good news is, there has been talk of new jobs being created and some businesses are reopening. Things will get better, but clients and prospects will still be looking to you for answers-- 

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    Tags: IUL (indexed universal life insurance), taxes

    Help Turn More Attendees into Qualified Leads After Your Webinar

    Posted by Lori Fogle on Wed, May 27, 2020 @ 12:00 PM

    Webinars have always been a cost-effective way to reach an audience at scale unlike more pricey options like dinner seminars. Now, with COVID-19 impacting our ability to meet with people in-person – they’ve become a necessity for financial professionals. But if you’ve held a webinar before and didn’t see as many conversions as you would’ve liked-- then stick with me and I’ll share how to use email to follow up after a webinar to help turn more attendees into qualified leads.

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    Tags: workshops and seminars, Marketing and Branding for Financial Professionals

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

    Posted by Lori Fogle on Wed, Mar 11, 2020 @ 12:00 PM

    Which is “better,” commission-only or a hybrid (fee and commission) model, is the wrong question to ask. Even though the DOL rule did not take effect, the regulatory environment is constantly evolving and it can cause us to think along these lines. However, one model isn’t necessarily better than the other and it’s not advisors who charge a fee as opposed to getting paid commission only don’t face potential conflicts of interest . But it’s a decision many financial professionals are faced with should I make the switch to a hybrid model?

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    Tags: practice management

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

    Posted by Lori Fogle on Wed, Mar 04, 2020 @ 12:00 PM

    When it comes to workshops and seminars, everything matters. And I do mean everything. Too many times financial advisors think that if they just show up and dazzle people with their intelligence, then those in attendance will want to meet with them. Unfortunately, that could not be further from the truth...

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    Tags: workshops and seminars, prospecting

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

    Posted by Lori Fogle on Wed, Feb 26, 2020 @ 12:00 PM

    Have you ever taken a moment to calculate just how much an assistant adds to your bottom line? That's right, adds to your bottom line. Too many financial professionals look at having an administrative assistant as an expense they just can't afford, but I can assure you, if you leverage that resource correctly, your assistant can dramatically improve revenue and contribute tremendously to your bottom line.

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    Tags: practice management

    Grow Insurance Agency Profit with Professional Development Initiatives

    Posted by Lori Fogle on Tue, Jan 21, 2020 @ 12:00 PM

    We all have brand new goals we can’t WAIT to tackle. Many will make a huge push in January and then unfortunately, slip back into the same old patterns of doing business. Would you like to change that? To see a positive difference in your profits and your people this year?

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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.