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…

Off-Holiday Marketing

When it comes to marketing, consistency is key. Prospects need to interact with your brand/message between 5 – 12 times before they act upon your call-to-action. And you should engage your existing clients at least once every 30 – 60 days. The question is, do you have a good reason to make these connections? Holidays…

Boost Your Annuity Sales Now

Annuities have been a hot commodity as of late. Fueled by market volatility, consumers in 2022 spent roughly $310 billion on annuities. According to LIMRA, that marks a 23% increase from 2021 and 15% higher than the record set in 2008. That momentum is not showing any signs of slowing down. LIMRA is projecting that…

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,…