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    Lori Fogle

    Marketing Copywriter for Partners Advantage


    Recent Posts

    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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    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

    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

    Roth IRA Conversions: 5 Factors Your Clients Should Consider

    Posted by Lori Fogle on Wed, Jun 19, 2019 @ 12:00 PM

    To make it easier for you to share, save, or print the key factors for clients to consider when doing a Roth IRA conversion, we've created an infographic for you. Check it out below.

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    Tags: taxes, Roth IRA

    Could This Make Clients' Annual Financial Reviews More Worthwhile?

    Posted by Lori Fogle on Wed, May 22, 2019 @ 12:00 PM

    You are conducting annual client reviews, right? Great. Because doing an annual policy review with your client not only helps them feel confident in their decision to purchase from you and possibly fills gaps in their current coverage, it also helps you to avoid chargebacks, increase your chances of doing business with them again, build your reputation, and possibly earn referrals.

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

    Posted by Lori Fogle on Wed, Apr 24, 2019 @ 12:00 PM

    Savvy financial professionals know it’s not easy to sell something “invisible” like an idea. It’s very different than selling a physical product. You’ve probably seen a lot of great sales concepts rolled out by insurance carriers and marketing organizations, but how many worked in a real-world setting?

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    Tags: IUL (indexed universal life insurance), sales techniques

    Strategies Your Clients May Want During Uncertain Market Conditions

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

     If history repeats itself, we may be headed toward a market correction and that can mean a scary time for your clients. Are you prepared to deliver a message that could save them from potentially losing retirement savings?

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    Tags: annuity, retirement strategies

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

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

    With one of the greatest wealth transfers in history upon us, this is a time of tremendous opportunity for financial professionals. But with that, comes tremendous responsibility. You have a lot to consider when making recommendations to your clients on their retirement and wealth transfer strategies.

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    Tags: taxes, annuity

    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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