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    Recent Posts

    Here's How IUL Insurance Could Benefit Clients of Almost Any Age

    Posted by Partners Advantage on Wed, Jun 03, 2020 @ 12:00 PM

    One of the most popular questions I get is “What is the best age for a client to purchase an Indexed Universal Life Insurance policy?” I always respond the same way... 

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

    How Should Financial Professionals Deliver Bad News to Clients and Prospects?

    Posted by Partners Advantage on Wed, Apr 29, 2020 @ 12:00 PM

    Delivering bad news is always a very difficult thing to do. It’s difficult with our family and friends. It can be even more challenging with prospects and clients. So, what should you do?

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    Tags: practice management, Client experience

    Creating Opportunities in a Virtual World

    Posted by Partners Advantage on Wed, Apr 22, 2020 @ 12:00 PM

    As financial professionals, most of us are fairly comfortable when it comes to traditional face-to-face sales — heck, that’s why most of us probably got into this business in the first place. We’re really good at reading the body language of our prospect which allows us to pivot our conversation when you pick up on the visual clues to lead them into making a decision.

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    Tags: Virtual Selling

    Does Your Agency - IMO Relationship Include These 5 Quality Indicators?

    Posted by Partners Advantage on Wed, Jul 03, 2019 @ 12:00 PM

    You are a business owner.  And your business is to recruit producers and wholesale life, annuity, linked benefits, or other products to those producers while also focusing on service, support and growth initiatives that encourage them to continue doing business with your firm. Meanwhile, the relationship with your upline IMO should be running smoothly in the background.

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    Tags: agency resources

    Yes... Even You Need a Coach!

    Posted by Partners Advantage on Wed, May 29, 2019 @ 01:36 PM

    We hear it all the time from good insurance producers, they say, "I'm pretty successful, so why in the world would I ever need a coach?"  Well, consider one of the greatest basketball players to ever step on the court, Michael Jordan.  This legendary player accomplished so much in his time in the NBA, that very few would argue he wasn't "good." In fact, I argue he was the greatest all-around player the game has ever seen, but that's another discussion entirely.

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    Tags: coaching

    Four Goals Financial Professionals Should Set and Achieve This Year

    Posted by Partners Advantage on Wed, Feb 13, 2019 @ 12:00 PM

    Each year, we typically see people setting New Year resolutions. Unfortunately, most resolutions don’t hold up for more than a week or two, and we don’t think that’s right, especially if you’re a financial professional.

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    Tags: practice management

    Great American's Two New Annuities

    Posted by Partners Advantage on Mon, Aug 13, 2018 @ 02:23 PM

    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.

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    Non-Medical vs Underwritten Life Insurance Policies

    Posted by Partners Advantage on Tue, May 01, 2018 @ 10:25 AM

    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.

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    Tags: IUL (indexed universal life insurance)

    Two Insurance Marketing Powerhouses Announce Merger

    Posted by Partners Advantage on Mon, Mar 12, 2018 @ 09:30 AM

    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.

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    Carrier to Make Changes to Caps & Participation Rates Due To Market Conditions

    Posted by Partners Advantage on Fri, Mar 09, 2018 @ 12:00 PM

    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.

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    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.