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Recent Posts

LTC: A Possible Solution for Your Client's "Rainy Day" Funds

Posted by Partners Advantage on Tue, Sep 26, 2017 @ 11:00 AM

While many people have a “rainy day” fund, a lot of times it can be in a form of a savings or checking account at the local bank. The question becomes what will this money be used for? Vacation, second home, charity, etc. Insurance professionals should review their clients’ portfolios to make sure they have enough protection in case of death and/or health issues.

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Tags: long term care

Life Insurance Awareness - Advantages of Indexed Universal Life

Posted by Partners Advantage on Wed, Sep 13, 2017 @ 12:00 PM

Financial advisors should be aware of the full potential of life insurance as part of a comprehensive plan and discover if indexed universal life insurance (IUL) will benefit their clients. This collection of blog posts details the advantages of IUL and how it can benefit your clients.

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3 Negative Beliefs Many Prospects Have About Financial Professionals

Posted by Partners Advantage on Wed, Sep 06, 2017 @ 12:00 PM

Since the industrial revolution, traditional selling has been trained and practiced by almost every industry and business model known to mankind. It appears many of us have been taught to sell in a very similar way, but this traditional sales approach has begun to present some serious problems.

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Tags: prospecting, sales techniques, best sales techniques

These 7 Reasons are Why Top Producers Have More Success

Posted by Partners Advantage on Wed, Aug 02, 2017 @ 12:00 PM

During the more than 20 years I’ve been in the financial services industry, I’ve been fortunate to meet hundreds upon hundreds of financial professionals across the country and in various stages in the business. From the eager newbies to the sage veterans, I’ve visited with them all and here are the seven reasons I’ve found that top producers have more success in the business.

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Tags: practice management, marketing for independent agents

How IUL Policies Can Provide Your Clients More Benefits with Less Risk

Posted by Partners Advantage on Wed, Jul 19, 2017 @ 05:14 PM

There are various products out there that provide your clients with retirement income, and many of the traditional options such as a 401(k), IRA or Roth account come to mind. What many of your clients may not realize is that a properly structured and funded Indexed Universal Life (IUL) policy can provide your clients more benefits with less risk than the traditional options. 

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

The "Amazon Effect" of Technology on Your Prospects and Clients

Posted by Partners Advantage on Wed, Jun 21, 2017 @ 05:02 PM

The "Amazon Effect" is essentially the results of how a digital world has changed business models regarding consumer expectations, interaction, choices, and options. This phenomenon started back in 1994. Since that time, it has changed society as well as many business models in various industries and markets. 

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Tags: prospecting, practice management, marketing for independent agents, retirement strategies

Golf Outings: A Financial Services Tool for Client Appreciation

Posted by Partners Advantage on Tue, Jun 13, 2017 @ 12:35 PM

Spring has sprung and summer is on its way! This time of year makes many want to get their golf clubs out and hit the golf course. As you may know, golf can become addicting no matter how great or how “not so great” your game may be. As a financial professional you probably find little time to enjoy a golf game, and would love the opportunity to be on the course a little more often. Have you thought of using golf as a client appreciation event? The truth is that if you don’t appreciate your clients, someone else will. 

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Tags: prospecting, marketing for independent agents, retirement strategies

Why IUL Works for Your Clients Today and Tomorrow

Posted by Partners Advantage on Tue, May 23, 2017 @ 05:05 PM

Today with so many carriers and marketing organizations jumping on the Indexed Universal Life (IUL) bandwagon, it’s hard to believe that the product was actually introduced to the market in 1997. Back then, forward-looking insurance companies were trying to find ways to make their fixed insurance products more attractive.

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

Why and How Financial Professionals Should Fire a Client

Posted by Partners Advantage on Wed, May 17, 2017 @ 05:39 PM

“You’re fired!” is something most financial advisors would never think of saying to one of their clients.Financial professionals are often afraid to let a client go, but there are times that they should. Let's look at the main reasons why you should fire a client and how to do so in a professional way.

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Tags: practice management

Selling to Younger Prospects in the Age of Technology

Posted by Partners Advantage on Mon, May 15, 2017 @ 05:14 PM

Selling across demographic lines has its challenges. Selling to younger prospects can be difficult because this segment of society grew up during a different time and have a far different view of the world than those that came before them. The differences make this sales environment more challenging. Let's discuss the two main reasons it is far more challenging to sell to younger generations.

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Tags: prospecting, practice management, sales techniques


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.