An advisor is sitting with his client in a meeting room and discussing CD rates and annuities

Leveraging CD Replacement Month

Historically speaking, October has been a tumultuous month for the economy. This year will bring the 36th anniversary of Black Monday (October 19, 1987) and the 34th anniversary of the Friday the 13th Mini Crash (1989). While the more recent financial crisis of 2008 played out over several months, much of the action – Lehman…

On The Move – October 1, 2024

October 2, 2024 – Effective Date of Change Reliance Standard Life Fixed Indexed Annuity Keystone 10 Index Annuity 10,000+ Keystone 5 Index Annuity 10,000+ Keystone 7 Index Annuity 10,000+ Reliance Accumulator 10 20,000+ Reliance Accumulator 5 20,000+ Reliance Accumulator 7 20,000+ October 3, 2024 – Effective Date of Change American General Life Insurance Company Power Select Builder 25,000+ Power Select Builder 100,000+ Power…

Selling b2b life insurance

B2B Life Insurance Marketing Tips

When it comes to life insurance, many agents and advisors focus most of their efforts on consumers. This can be a wide-open market that consists of young families, those nearing retirement, and everyone in between. However, it would be a mistake to overlook the equally open territory of small businesses. Many business owners may not…

On The Move – September 17, 2024

September 18, 2024 – Effective Date of Change Aspida Fixed Indexed Annuity Synergy Choice Bonus 10 25,000+ Synergy Choice Bonus 10 100,000+ Synergy Choice Bonus 10 CA 25,000+ Synergy Choice Bonus 10 CA 100,000+ Synergy Choice Income 25,000+ Synergy Choice Income 100,000+ Synergy Choice Max 10 25,000+ Synergy Choice Max 10 100,000+ Synergy Choice Max 5 25,000+ Synergy Choice Max 5 100,000+ Lincoln Financial Group…

On The Move – September 10, 2024

September 13, 2024 – Effective Date of Change Fidelity & Guaranty Life Fixed Indexed Annuity FG Accelerator Plus 10 10,000+ FG Accelerator Plus 14 10,000+ FG AccumulatorPlus 10 10,000+ FG AccumulatorPlus 7 10,000+ FG Power Accumulator 10 10,000+ FG Power Accumulator 7 10,000+ Flex Accumulator 10,000+ Performance Pro with GMWB 10,000+ Prosperity Elite 10 Enhancement 10,000+ Prosperity Elite 10 Protection 10,000+ Prosperity Elite 14 Enhancement 10,000+…

A couple with objections to a life insurance agent

Overcoming Life Insurance Objections

The life insurance need gap is growing in 2024. That’s according to a recent LIMRA survey that found more than 40% of adults reported having insufficient coverage. That same study revealed that interest and intent to buy life insurance are at all-time highs. So why aren’t more people buying policies? There are several common reasons…