An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. This is where your prospect gains a sense of you as a professional and service provider. If they leave the appointment confused or with a bad taste, they probably won’t park their retirement with you, no matter your years of experience or credentials.
Protective Life June 14, 2022 – Effective Date of Change Fixed Index Annuity: Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap: Cap 4.85% 1-Year S&P 500 Point-to-Point w/ Participation: Part Rate 20% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term: Cap 4.70% 1-Year S&P 500 Performance Trigger: Cap 3.65% 1-Year JP Morgan Mojave Index w/…
Allianz Life Insurance Company of North America June 7, 2022 – Effective Date of Change Allianz 222 Annuity 20,000+ 1-Year S&P 500 Monthly Sum Cap: Cap 1.70% 1-Year S&P 500 Annual Point-to-Point Cap: Cap 3.50% 1-Year Bloomberg US Dynamic Balance Index II w/ Spread: Spread 3.35% 1-Year Bloomberg US Dynamic Balance Index II w/ Cap: Cap 3.00% 1-Year Fixed Interest Account: Rate…
May 31, 2022 – Effective Date of Change Global Atlantic Financial Group Choice Accumulation II 10 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 7.50% 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.20% 2 Year BlackRock Diversa Volatility Control w/ Spread: 1 Year Fixed Rate: Rate 3.00% 1 Year MSCI EAFE Point to Point with Cap: Cap…
While there is no secret recipe for the perfect landing page, there are ways to significantly boost your chances of turning a click into a conversion.
Real-time marketing activities can show that you are a reliable source of information and assistance The last two years have seen a whirlwind of events and actions that have directly impacted consumers’ personal finances. The coming months are likely to bring more. The question is, how are you going to respond? Responding quickly to current…
May 10, 2022 – Effective Date of Change Protective Life Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap: Cap 3.85% 1-Year S&P 500 Point-to-Point w/ Participation: Part Rate 19% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term: Cap 3.60% 1-Year S&P 500 Performance Trigger: Cap 3.35% 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 79%…
May 02, 2022 – Effective Date of Change Global Atlantic Financial Group Fixed Index Annuity Choice Income II 10 with Income Multiplier Benefit 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 5.00% 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.40% 1 Year Fixed Rate: Rate 2.40% 1 Year MSCI EAFE Point to Point with Cap: Cap 5.00% …
April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit. The story behind CD replacement month highlights how major economic events can leave…
For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better. Inflation is at an all-time high, the Federal Reserve just raised interest rates, and the economy is still in a state of tumult. Now more than ever, people need accurate and trustworthy financial advice. This is where…
