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    Recent Posts

    We're Retiring amzfinancial.com on Sept 3rd!

    Posted by Partners Advantage on Tue, Aug 14, 2018 @ 01:02 PM

    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.

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    Tags: amz financial, business 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, underwriting

    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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    Getting Your Prospect to Think About Longevity, and Longevity Calculators

    Posted by Partners Advantage on Tue, Jan 30, 2018 @ 12:32 PM

    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.

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    Tags: prospecting, selling style

    7 Top Sales Techniques for Financial Advisors and Insurance Agents

    Posted by Partners Advantage on Wed, Jan 03, 2018 @ 12:00 PM

    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 advisors and agents do to increase their sales?

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    Tags: sales management, selling style

    How Financial Advisors Can Find More Leads

    Posted by Partners Advantage on Wed, Dec 20, 2017 @ 12:00 PM

    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.

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    Tags: prospecting

    Importance of Retirement Income Planning Strategies for Your Clients

    Posted by Partners Advantage on Mon, Dec 11, 2017 @ 10:15 AM

    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.

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    Tags: strategies, annuity

    Don't Let Prospects Stall with the Excuse "After the Holidays"

    Posted by Partners Advantage on Wed, Nov 15, 2017 @ 12:00 PM

    The holidays are right around the corner and in sales that means one thing: 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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    Tags: prospecting, sales management, business management

    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.