The Missing Link

To be successful you know that you need to be prospecting all the time, but are you missing an important link in todays tied together world? For example, one of your prospects is intrigued about your services, but would like her family’s input before working with you — they search for your website. A second…

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Indexed Annuity Must-Have Article

The good news for fixed indexed annuity sales just keeps coming!  FIA’s continue gaining mainstream acceptance for the benefits they provide: safety, guarantees, guaranteed income. However, in a recent article in Wealth magazine, Diana Britton reviews recent research by economist Roger Ibbotson detailing his opinion on the accumulation opportunity offered by fixed indexed annuities as…

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Why Single Premium Life and Who is Buying It?

Why Single Premium? Seniors are tired of low returns, high risks and many are seeking ways to recreate lost wealth for their heirs. Some need benefits for nursing or home health care but want to reap these rewards without the usual underwriting hassles and concerns. Some single premium life products provide an alternative to clients…

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New Year, New Business Ideas

As I talk to our independent producers, many are concerned they are leaving business on the table and missing potential client benefits by not offering managed money solutions. It’s a tough situation. Agents often specialize in selling life and annuity products, however that specialization frequently leaves them without a securities license. A client utilizing an…

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