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    Mark Triplett

    National Vice President of Partners Advantage

    Click here to discover how Mark helps financial professionals.

    Recent Posts

    Pending Legislation Could Affect Inherited IRAs in a Big Way

    Posted by Mark Triplett on Wed, Jun 26, 2019 @ 12:00 PM

    Inherited IRAs, or “Stretch IRAs,” as we know them today could soon be history. There are two retirement bills floating through Congress that aim to overhaul America’s retirement system.

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    Tags: Inherited IRAs

    Powerful Questions That Help You Map Out a Client's Retirement Journey

    Posted by Mark Triplett on Wed, May 15, 2019 @ 12:00 PM

    Without an agreed upon definition of retirement, it’s pointless to discuss strategies or financial products. Strategies and products aren’t likely to get your clients there in the most efficient manner, when we don’t know where “there” is.

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    Tags: retirement strategies

    If Clients' Dollars Have a Purpose, Are Those Accounts Really Liquid?

    Posted by Mark Triplett on Wed, May 01, 2019 @ 12:00 PM

    You may often hear clients say, “I want to keep my money liquid, I don’t want to tie it up.” The desire to keep money liquid can be strong across all socioeconomic and political spectrums. Why do many clients insist on keeping out money in a liquid state? And what does that really mean, to keep money liquid?

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    Tags: annuity, retirement strategies

    Help Your Clients Be Aware of RMDs and Related Taxes in Retirement

    Posted by Mark Triplett on Wed, Mar 27, 2019 @ 12:00 PM

    Whether your clients file their taxes with the assistance of an online preparation service or by working with you or a tax professional, they may have been advised to contribute to a qualified plan like an IRA in order to minimize their previous year’s taxes. Where clients have allocated their resources may increase their taxes in retirement and contribute to determining their Required Minimum Distributions (RMDs).

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    Tags: taxes, Social Security

    6 Ways to Help Increase Attendance for Financial Services Workshops

    Posted by Mark Triplett on Wed, Mar 06, 2019 @ 12:00 PM

    There are several ways financial professionals can lift their workshop attendance whether prospects register through traditional direct mailing methods or digital marketing strategies. The same processes can help increase attendance for both prospecting tactics. Financial professionals should be confident enough with their processes to potentially spend a significant amount of time and money on finding and converting prospects into clients.

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    Tags: workshops and seminars, prospecting

    Can Financial Professionals Afford Not to Have an Assistant?

    Posted by Mark Triplett on Wed, Jan 09, 2019 @ 12:00 PM

    “I just can’t afford to hire an assistant right now.”  How many times have you heard other financial professionals say that? You may even say it yourself. However, those that do not hire an assistant may be tripping over dollars to pick up pennies.

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    Tags: practice management

    Choosing the Life Insurance Carrier for Your Client's Policy

    Posted by Mark Triplett on Wed, Feb 28, 2018 @ 12:00 PM

    I’m often asked, “What is the best indexed universal life insurance policy?” The appropriate answer is not as simple as naming a manufacturer and their newest product. If I were to rephrase their question, I think it is best to ask, “How should I select a life insurance product for my client, and what key factors should I consider?”

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    Tags: IUL (indexed universal life insurance)

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

    Posted by Mark Triplett on Wed, Feb 07, 2018 @ 12:00 PM

    When I think of a retirement strategy, the first thing that comes to mind is often the accumulation of assets and investing strategies. As a fiduciary investment advisor developing and implementing retirement income strategies for my clients, I’d argue that investing is the easy part of the process.

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

    3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

    Posted by Mark Triplett on Wed, Jan 10, 2018 @ 12:00 PM

    The Tax Cuts and Jobs Act is in the books. It may be seen as a benefit to individuals as well as some business structures. It’s best to discuss with your clients how they can take advantage of the new changes.

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    Tags: taxes

    Why Financial Professionals Need a Marketing Calendar for Their Businesses

    Posted by Mark Triplett on Wed, Dec 06, 2017 @ 12:42 PM

    Many financial professionals I speak with believe that they can grow their business if they have more prospects to see. There’s truth to this. Without prospects to see, you are unemployed. If you don't have anybody to serve, then you're out of business. Unfortunately, many of those same professionals are poor at prospecting and are struggling to get more clients. Often it comes down to lack of direction, focus, and commitment to prospecting efforts.

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    Tags: prospecting, marketing for independent agents


    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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