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How to Help Clients Fill the Social Security Income Gap

Posted by Lori Fogle on Wed, Aug 26, 2020 @ 12:00 PM

One of our producers mentioned that he’s been getting one question a lot more often than normal from clients.

“Is Social Security going to run out?”

That’s a valid question, one that might be on your clients’ minds as well. But there’s an even more important question regarding a potential Social Security shortfall. And you can help clients answer it with an insurance product feature you probably already have in your arsenal --

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Tags: annuity, Social Security, retirement strategies, income rider

When Does a Roth IRA Conversion Make Sense?

Posted by Lori Fogle on Wed, Aug 05, 2020 @ 12:00 PM

There are a few factors that make converting a Traditional IRA to a Roth IRA more ideal. Currently, amid the pandemic, we have a combination of factors that have created a bit of a silver lining for those considering a conversion.

In this post, we’ll dig into when it makes sense to do a Roth IRA conversion and 3 reasons why it’s worth having a conversation with clients about it right now.

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Tags: Roth IRA, Roth Conversions

5 Mistakes to Avoid When Using Life Insurance in College Planning

Posted by Lori Fogle on Wed, Jul 22, 2020 @ 12:00 PM

Do you have clients or prospects who are planning to help pay for their children's college education? It probably comes as no surprise that the cost of tuition has skyrocketed—but just how much are we talking?

Since 1982, tuition has went up a whopping 500%, which to put in perspective, is twice as much as costs for medical care and three times as much as the overall Consumer Price Index during that same period (Source). 

And the cold truth-- the families who don’t plan ahead may not be able to send their kids to the college of their choice. As a financial professional, you can help put clients in a better position to cover a portion of these costs down the road through their decision to purchase a life insurance policy. 

But here's what you need to know: if you're considering showing clients how to use the cash value in permanent life insurance to supplement costs when college planning-- make sure it’s done correctly. In this post, we’ll cover 5 top mistakes to avoid:

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Tags: IUL (indexed universal life insurance), college planning

Volatility Control Indices: Are they as good as they look?

Posted by Lori Fogle on Wed, Jul 08, 2020 @ 01:00 PM

Right now, it’s tough to find an S&P 500® cap on a fixed indexed annuity or indexed universal life product that will get a client excited. With the recent drop in the market and rates at an all-time low, you’re likely searching for a way to give your clients SOME hope of a credit in their indexed annuity or IUL policy. Have you considered a volatility control index? In this post, we dive into ways to evaluate them --

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Tags: IUL (indexed universal life insurance), annuity, volatility control index

5 Steps to More (and Better) Financial Services Clients

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

Imagine getting rid of the headache of strained client relationships or a lack of clients. And instead attracting and retaining more ideal clients who give you repeat business and happily refer you. Sounds great, right? But the real question is:

What do you have to do to make this happen?

^ That question plagues a lot of financial professionals.

And we've got an answer in today's blog post... 

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Tags: Client experience

How to Choose a Life Insurance Carrier for Your Client's Policy

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 24, 2020 @ 01:30 PM

Clients often ask me, “What’s the best life insurance policy?” The appropriate answer is not as simple as naming a carrier and their newest product. If I were to rephrase their question, it would be: What kind of life insurance fits my situation, or do I need it at all? And which life insurance company has products that are right for me and my family? To answer these questions for your client and narrow their options, here are some important considerations --

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Tags: IUL (indexed universal life insurance)

Help Make Clients Immune... with Life Insurance?

Posted by Lori Fogle on Wed, Jun 17, 2020 @ 12:00 PM

It's been since January when the first case of coronavirus was reported in the United States and mid-March since the first stay-at-home orders were issued and understandably, our country is still reeling. As of June 4th, it was reported that 21.5 million Americans were unemployed and over 100,000 small businesses have had to close their doorsThe good news is, there has been talk of new jobs being created and some businesses are reopening. Things will get better, but clients and prospects will still be looking to you for answers-- 

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Tags: IUL (indexed universal life insurance), taxes

Be a Mind Reader of Client Financial Concerns

Posted by Bill Jackson J.D. CLU on Wed, Jun 10, 2020 @ 12:30 PM

Have you seen the news lately? It looks like the market has rebounded nicely but will it hold? Who can tell. Clients and prospects who stayed the course are to be complimented as the most savvy because they did not bail and lock in substantial losses without recovery. However, if we could read the minds of these good stewards of their retirement assets, many of them would be saying…

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Tags: IUL (indexed universal life insurance)

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

Help Turn More Attendees into Qualified Leads After Your Webinar

Posted by Lori Fogle on Wed, May 27, 2020 @ 12:00 PM

Webinars have always been a cost-effective way to reach an audience at scale unlike more pricey options like dinner seminars. Now, with COVID-19 impacting our ability to meet with people in-person – they’ve become a necessity for financial professionals. But if you’ve held a webinar before and didn’t see as many conversions as you would’ve liked-- then stick with me and I’ll share how to use email to follow up after a webinar to help turn more attendees into qualified leads.

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Tags: workshops and seminars, Marketing and Branding for Financial Professionals


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.