Targeted grassroots marketing

Marketing Outside the Box

When you think of the different marketing/advertising methods at your disposal, what comes immediately to mind? Digital and print ads? Commercial spots with your local TV and radio stations? Social media? All of the above are effective ways of getting your brand out there to your target market, but they also exist in a very…

On The Move – December 5, 2023

December 7, 2023 Effective Date of Change MassMutual Ascend Life Insurance Company Fixed Indexed Annuity American Landmark 3 50,000+ American Landmark 3 150,000+ American Landmark 3 Non-MVA 50,000+ American Landmark 3 Non-MVA 150,000+ American Landmark 5 10,000+ American Landmark 5 100,000+ American Landmark 5 Non-MVA 10,000+ American Landmark 5 Non-MVA 100,000+ American Legend 7 10,000+ American Legend 7 100,000+ American Legend 7 Non-MVA 10,000+ American Legend…

Holiday Marketing Tips

Holiday Marketing Tips

The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will bombard consumers with holiday deals, sales, and offers. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Your holiday marketing campaign should be about showing appreciation, rather than sealing a deal. By…

On The Move – November 28, 2023

November 29, 2023 Effective Date of Change Americo (Legacy) Fixed Indexed Annuity ClassicMark 10 10,000+ ClassicMark 10 Plus 10,000+ LibertyMark Freedom 10 10,000+ LibertyMark Freedom 10 Plus 10,000+ LibertyMark Freedom 7 10,000+ Aspida Fixed Indexed Annuity Synergy Choice Max 10 25,000+ Synergy Choice Max 10 100,000+ Synergy Choice Max 5 25,000+ Synergy Choice Max 5 100,000+ WealthLock Accumulator 10 25,000+ WealthLock Accumulator 10 100,000+ WealthLock Accumulator…

On The Move – November 14, 2023

November 15, 2023 Effective Date of Change American Equity Investment Life Insurance Company MYGA AuguStar Fixed Indexed Annuity Orbiter 10 15,000+ Orbiter 10 150,000+ Orbiter 10 Premium Bonus 15,000+ Orbiter 10 Premium Bonus 150,000+ Orbiter 5 15,000+ Orbiter 5 150,000+ Orbiter 7 15,000+ Orbiter 7 150,000+ Orbiter 7 Premium Bonus 15,000+ Orbiter 7 Premium Bonus 150,000+ OrionShield 10 15,000+ OrionShield 10 150,000+ OrionShield 10 Premium Bonus 15,000+ OrionShield…

Sign on Constitution Avenue for the US Department of Labor HQ at the Frances Perkins Building in D.C.

Decoding the DOL’s New Fiduciary Rule

The Biden Administration announced last week the latest Department of Labor (DOL) amended fiduciary rule proposal that, if adopted, would dramatically impact the way independent advisors do business with any qualified money sales. The DOL’s 800-page “Retirement Security Rule” (available here) is allegedly designed to close loopholes in the current “Best Interest” regulations, including as…

Tablet computer with life insurance policy in hands of agent talking to couple

The SPL Alternative

The conversation about long-term care can be difficult. Many people have yet to consider the impact it can have on their retirement. Others simply do not want to accept that a time may come when they can no longer live independently. But the truth is nearly 70% of Americans will need long-term care at some…

On The Move – October 31, 2023

Trick or treat! Athene rates have increased!  They have also just announced a .50% bonus commission on FIA’s. We’ve attached fliers with all of the details on rate and commission hikes, but here are just a couple of samples: MYGA rates that will blow away the competition: Indexing options that are second to none: These…

Listening to financial advisor. Concentrated young couple bonding to each other and listening to some man sitting in front of them at the desk in office

Long-Term Care Insurance Awareness Month

November is Long-Term Care Insurance Awareness Month. Like other “Awareness Month” campaigns (Life Insurance in September and Annuity in June), this presents an opportunity to discuss how a certain solution—in this case, LTC coverage—can fit within your clients’ and prospects’ retirement portfolios. The conversation about long-term care can be difficult. Many people have yet to…