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    Questions You Should Ask Clients to Reduce Delayed Applications

    Posted by Scott Turner on Thu, Sep 28, 2017 @ 12:00 PM

    To no surprise of anyone in our business, financial professionals often express to me their frustrations with the life insurance underwriting process. When I consult with them, I find myself asking the same important questions:

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

    Are Your Clients Hiding Financial Assets from You?

    Posted by Mark Triplett on Wed, Sep 20, 2017 @ 12:00 PM

    How well do you think you know your clients? What about their complete financial profile? If you have been in the industry for a while you may believe you know everything. However, most financial professionals who confidently tell me this are kidding themselves. Why can I confidently say this?

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    Tags: practice management, retirement strategies

    Why Your Clients are Starved for Higher Interest Rates

    Posted by Mark Triplett on Wed, Aug 30, 2017 @ 12:00 PM

    What does it take to get a saver to move their money? Apparently not that much. According to an insurance company representative, they are writing new business hand over fist because their company offers the highest guaranteed fixed rate of interest for a specific number of years within a deferred annuity.

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    Tags: annuity, retirement strategies

    Bond Alternatives You Can Use to Strengthen Your Clients' Portfolios

    Posted by Mark Triplett on Wed, Jul 26, 2017 @ 05:42 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. 

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

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

    Posted by Jeff Janes 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

    Independent Advisors Should Choose an IMO with a Skilled Support Team

    Posted by Rob Anchondo on Wed, Jul 05, 2017 @ 05:25 PM

    As an independent financial professional and a small business owner, you must leverage every minute you have and every dollar you spend to maximize your efficiency and profitability. One of the best ways to gain resources is to partner with the right IMO (Independent Marketing Organization) that has a skilled staff designed to support your business. 

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    Tags: coaching, practice management, retirement strategies

    How to Plan for a Client's Provisional Income in Retirement

    Posted by Mark Triplett on Wed, Jun 28, 2017 @ 05:47 PM

    One of the most engaging topics that I cover in my Social Security education class is the impact of taxes. Most attendees at my workshops don't know that their Social Security benefits may be subject to tax. Of those few who do know, many are unsure as to how it is determined, and how much tax they are likely to pay.

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    Tags: taxes, Social Security, 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

    Financial Professionals Need to Create Individualized Strategies for All Clients

    Posted by Mark Triplett on Wed, Jun 14, 2017 @ 05:34 PM

    Even when your clients have significant retirement resources, it is important to create a comprehensive strategy specifically for them. If you do not do your best to help each unique client, you risk your client's future as well as your own.

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    Tags: coaching, 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


    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.

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