After many months of working through the merger between AMZ Financial and Partners Advantage, we will be bidding a fond farewell to www.amzfinancial.com. On September 3, we will be retiring the website and redirecting all traffic to a new and improved Partners Advantage website.
Tags: practice management
Great American Life Insurance Company recently introduced two new annuities to their portfolio, the Premier Bonus and Premier Income Bonus. Here are some thoughts on how to position Great American, and understand the new annuities.
In the life insurance application process we often hear, “I do not want to take a medical exam…” While not every type of life insurance plan requires a medical exam, there will be times that it’s necessary when applying for coverage. Is one type better than the other? No. It really just depends on the needs of your prospects/clients, and if they are eligible for a non-medical option.
Two of the biggest Insurance Marketing Organizations (IMOs), AMZ Financial Insurance Services and Partners Advantage Insurance Services, today announced their definitive merger to further enhance and extend their insurance distribution network. The new company will be called Partners Advantage Insurance Services. The merger went eﬀective March 1, 2018, with the companies planning to fully integrate by September 30, 2018.
Due to changes in market conditions, the life insurance industry has experienced a number of cap and participation rate reductions in recent months. While these changes have become common, it is important to note that not all carriers handle them the same. In some cases, carriers maintain caps for both new business and in-force, but in others, a carrier may lower caps on existing policies in order to keep higher caps on new policies to attract sales.
How often do you search for a way to get the conversation with a prospect rolling on the right track, particularly taking the discussion into retirement planning territory? You can use the phrases below and the links provided to help shape a thought-provoking conversation and encourage your clients to spend a few minutes “predicting” how long they might live and what a potentially long life could mean.
The selling landscape has changed. Going door to door and cold calling to sell financial products is not as effective as it once was. So what should financial professionals try to do to increase their sales?
Tags: sales techniques
One of the most common questions I get from advisors is "How can I find more leads"? You need to first evaluate the lead generation methods you currently use and improve them, or select alternative ways to market your business.
As more companies do away with defined benefit pension plans, the responsibility is left on individuals to ensure that they have enough income saved for retirement. The issue is many people don’t realize the importance of developing a financial strategy now or understand what needs to be done. Help your prospects and clients with a financial strategy that will help them not outlive their savings.
The holidays means one thing in sales: stalls. All of the salespeople that came before us didn’t do us any favors by accepting the “call me after the holidays” excuse from prospects. During this time of the year, it’s the go-to stalling method for prospects.
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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.