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IUL Policies Can Benefit Clients of Almost Any Age

Posted by Scott Turner on Wed, Aug 16, 2017 @ 12:00 PM

One of the most popular questions I get is “What is the best age for a client to purchase an IUL policy?” I always respond the same way, “It can be advantageous at any age, depending on the situation.” Let's go through the main scenarios where I see Indexed Universal Life insurance policies being used.

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Tags: IUL, planning

How You Can Turn More Workshop and Seminar Attendees into Clients

Posted by Mark Triplett on Wed, Aug 09, 2017 @ 12:00 PM

I don’t think there’s a workshop PowerPoint on the planet that directly results in sales of financial products. So far, I’ve never seen a financial presentation end with the presenter passing out applications for financial products and attendees getting out their checkbooks to buy. A solid workshop will result in the right fit prospects raising their hands to meet with you.  

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Tags: workshop marketing, prospecting

These 7 Reasons are Why Top Producers Have More Success

Posted by Jeff Janes on Wed, Aug 02, 2017 @ 12:00 PM

During the more than 20 years I’ve been in the financial services industry, I’ve been fortunate to meet hundreds upon hundreds of financial advisors and insurance agents across the country and in various stages in the business. From the eager newbies to the sage veterans, I’ve visited with them all and here are the seven reasons I’ve found that top producers have more success in the business.

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Tags: business management, marketing

Bond Alternatives You Could Use to Strengthen Your Clients' Portfolios

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

In the past, financial advisors 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 advisors what a well-balanced portfolio of stocks and bonds looks like, you'll likely get 50 different answers. 

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Tags: IUL, annuity, planning

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 more benefits, more flexibility, and less risk than the traditional options. 

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Tags: IUL, planning

5 Valuable Lessons I Learned from a Prospect Who Said "No"

Posted by Mark Triplett on Wed, Jul 12, 2017 @ 05:36 PM

Being rejected by a prospect does not have to be a total loss. There are many things to learn from a prospect who says "no" and a chance you could improve your financial services business. 

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Tags: prospecting, business management

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 advisor 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 a Insurance Marketing Organization (IMO) that has a skilled staff designed to support your business. 

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Tags: planning, Coaching, business management

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, planning

The "Amazon Effect" of Technology on Your Prospects and Clients

Posted by Jayson H. Lynch, Sr. 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: planning, prospecting, business management, marketing

Financial Advisors Need to Create Individualized Plans 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 plan 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: planning, consistent advisor