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    Ensure Your Insurance Agency SWOT Analysis Isn't an Exercise in Futility

    Posted by Lori Fogle on Thu, Jan 02, 2020 @ 12:00 PM

    If you’ve ever completed a SWOT analysis in your business — identifying the strengths, weaknesses, opportunities and threats and then never spoke of it again… then you know what I mean when I say an ‘exercise in futility.’

    In this post, we’ll walk through how to take the SWOT analysis of your insurance agency and turn it into something you can use to improve organizational health, grow in profitability and develop a long-term strategic plan.

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    Tags: agency resources

    A Roundup of Our Most Popular Blog Posts for 2019

    Posted by Lori Fogle on Wed, Jan 01, 2020 @ 12:00 PM

    It's a officially a new decade! If you're anything like us, you're looking forward to what's in store but also reflecting a little on the past... Join us as we look back at a few of our top blog posts published in 2019. We were thrilled to see that so many of our posts resonated with you, our readers.

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    Keep it Simple: Structuring an Annuity that Helps Protect Your Clients

    Posted by Bill Jackson J.D. CLU on Wed, Dec 18, 2019 @ 12:00 PM

    As annuities gain momentum in the retirement income arena it is important to make sure that they are set up correctly. Failure to do so could deny your clients the full range of annuity benefits.

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    Tags: annuity

    Does a Delayed Strategy for Social Security Make Sense?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Dec 11, 2019 @ 12:00 PM

    There are many reasons clients might delay claiming Social Security benefits. At our firm, once we’ve cleared up common misconceptions with our clients, they’re often more open minded about hearing possible reasons for a delayed strategy. Many had never thought of these reasons before. Have you?

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    Tags: taxes, Social Security

    3 Social Security Misconceptions That Permanently Alter Retirement Income

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Dec 04, 2019 @ 12:00 PM

    When and how your clients claim Social Security benefits is one of the bigger decisions they’ll face as they transition from their working years into post-working years. For many folks, Social Security will be one of their largest retirement resources, and it’s often the most mismanaged.

    Irrevocable decisions could potentially add or subtract tens of thousands of government-backed, inflation-adjusted, and tax-advantaged dollars from lifetime retirement resources.

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    Tags: Social Security, retirement strategies

    How to Craft a Mission Statement That Actually Improves Your Business

    Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

    If you are at all interested in marketing, you may have heard of marketing expert and author of Building a StoryBrand, Donald Miller. I was listening to a video Don did recently where he talked about the book, Top 101 Mission Statements from Top Companies. And he said, truthfully, most were pretty awful. Here's why: 

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    Tags: agency resources

    How Current Trends Could Be the Catalyst for Growth in Your Agency

    Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

    If you’re putting out fires in your business on a daily basis, you probably don’t have that much opportunity to think long-term. But a long-term plan allows you to achieve more in your business AND can help douse some of the fires you’re currently fighting. However... 

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    How Financial Professionals Can Multiply Their Marketing Efforts

    Posted by Lori Fogle on Wed, Nov 27, 2019 @ 12:00 PM

    If you're tired of cold calls to drum up business, want more than a mailing campaign, OR you're looking for a way to get seen by more of your ideal clients — you may be interested in a different way to grab your prospect’s attention in a crowded market...

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    Tags: prospecting, marketing for independent agents

    Signs that Imposter Syndrome May Be Harming Your Financial Practice (and how to stop it)

    Posted by Lori Fogle on Wed, Nov 20, 2019 @ 12:00 PM

    If you aren’t quite sure why you aren't where you want to be in your financial practice, I would encourage you to read this post. Because the psychological phenomenon we’re going to discuss may be at the root of that.

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    Why Millennials Might Be Your Next Target Market for IUL Insurance

    Posted by Lori Fogle on Wed, Nov 13, 2019 @ 12:00 PM

    I recently read an article on CNBC that said millennials would need to save a whopping 40% of their income over the next 30 years to be able to live off half their salary in retirement. Reading that, you might be thinking the same thing I was -- 

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


    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.