Retirement concept. Scene of a senior man walking in a cebra crossing towards retirement text. Top view

Addressing the Retirement Readiness Problem

More than half of American workers are planning to work during retirement. That’s according to a recent study published by the nonprofit Transamerica Center for Retirement Studies. Nearly 6,000 people responded to the survey. The study found that 55% of those surveyed think they will need to remain in the workforce after reaching their retirement…

On The Move – July 18, 2023

July 19, 2023 – Effective Date of Change American Equity Investment Life Insurance Company Fixed Indexed Annuity AssetShield 10 5,000+ AssetShield 5 5,000+ AssetShield 7 5,000+ AssetShield 9 Bonus CA 5,000+ AssetShield 9 CA 5,000+ AssetShield Bonus 10 5,000+ July 24, 2023 – Effective Date of Change American General Life Insurance Company Fixed Indexed Annuity AG Choice Index 10 25,000+ AG Choice Index…

Reviewing Your Marketing Plan

Your yearly marketing plan should be viewed as a living document. While it should have a solid foundation that clearly states your goals and the means to achieve those goals, your plan should also be flexible with room for changes as needed. The transition from one quarter to the next is a good time to…

On The Move – July 11, 2023

July 13, 2023 – Effective Date of Change Oceanview Life and Annuity Fixed Indexed Annuity Harbourview FIA 10 20,000+ Harbourview FIA 10 CA 20,000+ Harbourview FIA 3 20,000+ Harbourview FIA 3 CA 20,000+ Harbourview FIA 5 20,000+ Harbourview FIA 5 CA 20,000+ Harbourview FIA 7 20,000+ Harbourview FIA 7 CA 20,000+ July 19, 2023 – Effective Date of Change American Equity Investment Life Insurance…

Insurance Concept. Happy senior couple consulting with female agent at home, signing papers

Speak to Clients with Language That Sells

Language is a powerful tool in your interactions with clients. The best solutions and products will not matter if you are not using the right language to sell them. Some advisors are naturally great at conveying meaning and clearing production with clients, while many others do not realize how they speak may be negatively impacting…

Confident business experts. Confident African man in formalwear keeping arms crossed and looking at camera while mature businessman standing behind him

Building Thought Leadership: How Producers Can Establish Credibility and Trust

In today’s competitive marketplace, establishing credibility and trust is crucial for success. Clients seek advisors who are seen as experts, leaders, and trusted sources of information. Building thought leadership not only enhances your professional reputation but also attracts new clients and differentiates you from your competitors. Successful producers will explore these strategies that can help…

On The Move – May 30, 2023

June 1, 2023 – Effective Date of Change Brighthouse Life Insurance Company Fixed Indexed Annuity SecureAdvantage 50,000+ SecureAdvantage 100,000+ SecureAdvantage 500,000+ Clear Spring Life MYGA Delaware Life Target Growth 10 25,000+ Target Growth 10 100,000+ Ibexis Fixed Indexed Annuity MYGA Plus 3 FIA 10,000+ MYGA Plus 3 FIA 100,000+ MYGA Plus 5 FIA 10,000+ MYGA Plus 5 FIA 100,000+ MYGA Plus 7 FIA 10,000+ MYGA Plus…

On The Move – May 23, 2023

May 23, 2023 – Effective Date of Change Protective Life Fixed Indexed Annuity Asset Builder II 7 10,000+ Asset Builder II 7 50,000+ Asset Builder II 7 100,000+ Asset Builder II 7 No ROP 10,000+ Asset Builder II 7 No ROP 50,000+ Asset Builder II 7 No ROP 100,000+ May 30, 2023 – Effective Date of Change Pacific Guardian Life MYGA June 3,…