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    Lori Fogle

    Marketing Copywriter for Partners Advantage


    Recent Posts

    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.