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    How Your Clients Can Increase Future IUL Contributions

    Posted by Scott Turner on Wed, Jan 24, 2018 @ 12:00 PM

    As advisors, we often look at clients solely through the eyes of an illustration. We assume what a client looks like today will continue into eternity, instead of realizing that life changes over time. One example of this has to do with clients being able to afford higher contributions to an indexed universal life insurance (IUL) policy in the future than what they can afford today.

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    Tags: IUL, strategies

    3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

    Posted by Mark Triplett on Wed, Jan 10, 2018 @ 12:00 PM

    The Tax Cuts and Jobs Act is in the books. It may be seen as a benefit to individuals as well as some business structures. It’s best to discuss with your clients how they can take advantage of the new changes.

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    Tags: taxes

    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

    Top 10 Advisors' Resource Blog Posts This Year

    Posted by Steven Bieber on Wed, Dec 27, 2017 @ 12:00 PM

    These are the most viewed posts from the Advisors' Resource Blog this year. Take a look and see if you missed any of these great articles!

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    Tags: business management, prospecting

    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

    Evolution of Life Insurance Tax Codes

    Posted by Jeff Janes on Wed, Dec 13, 2017 @ 01:00 PM

    Until 1982 no statutory rule existed that defined the characteristics of life insurance for federal tax purposes. However, in the early 1980s, Congress was motivated to act by the development of a new generation of Universal Life contracts because these new products provided significantly more cash-value build-up than was needed to support the death benefit.

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    Tags: IUL

    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

    Why Financial Advisors Need a Marketing Calendar for Their Businesses

    Posted by Mark Triplett on Wed, Dec 06, 2017 @ 12:42 PM

    Many financial advisors I speak with believe that they can grow their business if they have more prospects to see. There’s truth to this. Without prospects to see, you are unemployed. If you don't have anybody to serve, then you're out of business. Unfortunately, many of those same advisors are poor at prospecting and are struggling to get more clients. Often it comes down to lack of direction, focus, and commitment to prospecting efforts.

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    Tags: prospecting, marketing

    Choosing the Best Life Insurance Product for Your Clients

    Posted by Jeff Janes on Wed, Nov 29, 2017 @ 12:00 PM

    Once you have made the decision to sell a cash-value policy to cover both the death benefit need as well as providing the opportunity to generate cash values for future distribution, the next question to ask is, "Which cash value policy should you sell? Whole Life, Universal Life, Variable Life or Indexed Universal Life?" The answer is, "It depends on what the client needs." 

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    Tags: IUL, strategies

    How Order of Returns Risk Can Impact Your Clients

    Posted by Mark Triplett on Wed, Nov 22, 2017 @ 12:00 PM

    One of the most common risks in retirement is order of returns risk (also known as: sequence of returns risk). It is well known within the financial services industry that investing in marketable securities exposes clients to this risk. However, do your clients know that many indexed products are not immune from order of returns risk?

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    Tags: strategies, IUL


    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.