<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2101698893445396&amp;ev=PageView&amp;noscript=1">
Partners Advantage WebsiteFacebookLinkedInTwitterEmail
888-251-5525
    Partners Advantage logo

    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... 

    Read More

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

    Bond Alternatives You Can Use to Strengthen Clients' Portfolios

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 20, 2020 @ 12:00 PM

    In the past, financial professionals have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the concept is widely accepted, if you ask 50 different financial professionals what a well-balanced portfolio of stocks and bonds looks like, you'll likely get 50 different answers. However, they will probably suggest bonds be used in a portfolio as a hedge against stock market losses to reduce portfolio overall risk. But is that always the right answer?

    Read More

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

    3 Ways Clients Could Increase Returns (without additional investment risk)

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Apr 15, 2020 @ 12:00 PM

    If you want a great return on your money, you need to take on more risk. The general public has been conditioned to accept this as reality for decades. And there is truth to the risk reward relationship. However, there are ways a client could potentially increase their return without exposing their hard-earned assets to additional risk. We’ll discuss three of them…

    Read More

    Tags: retirement strategies

    What are the SECURE Act Opportunities?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 08, 2020 @ 12:00 PM

    On December 20, 2019, President Donald Trump signed into law a spending bill containing the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). The new legislation took effect on January 1st of 2020, giving only 11 days (minus holidays and weekends) for everyone to adjust. This has left many financial institutions and financial professionals affected and scrambling to prepare.

    Read More

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

    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.

    Read More

    Tags: Social Security, retirement strategies

    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 -- 

    Read More

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

    What's Your Prospect's Problem? How and Why You Need to Figure It Out

    Posted by Lori Fogle on Wed, Sep 25, 2019 @ 12:00 PM

    When you say, ‘I sell annuities’ or ‘I sell life insurance’, your prospects might say, ‘So what?’ Why? Because you haven’t positioned it in a way that matters to them.

    If your overall sales or your seminar attendance, for example, has been lackluster — it could be because you’ve forgotten to include an important component in your sales message — your prospect's problem.

    Read More

    Tags: workshops and seminars, retirement strategies, sales techniques

    Should Your Clients Fear a Recession?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Sep 18, 2019 @ 12:00 PM

    The term recession has gained a lot of airtime recently. Fears of an economic slowdown seem to be everywhere. And many folks are tuned in to the fearmongering, allowing it to affect their daily lives.

    Read More

    Tags: retirement strategies

    Powerful Questions That Help You Map Out a Client's Retirement Journey

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 15, 2019 @ 12:00 PM

    Without an agreed upon definition of retirement, it’s pointless to discuss strategies or financial products. Strategies and products aren’t likely to get your clients there in the most efficient manner, when we don’t know where “there” is.

    Read More

    Tags: retirement strategies

    If Clients' Dollars Have a Purpose, Are Those Accounts Really Liquid?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 01, 2019 @ 12:00 PM

    You may often hear clients say, “I want to keep my money liquid, I don’t want to tie it up.” The desire to keep money liquid can be strong across all socioeconomic and political spectrums. Why do many clients insist on keeping out money in a liquid state? And what does that really mean, to keep money liquid?

    Read More

    Tags: annuity, retirement strategies

    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.