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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…

On The Move – June 29, 2022

June 27, 2022 – Effective Date of Change American General Life Insurance Company Fixed Index Annuity: AG Choice Index 10 25,000+ 1 Year S&P 500 Annual Point to Point:  Cap 7.50%  1 Year Fixed Account:  Rate 3.00% 1 Year S&P 500 Annual Point to Point Participation:  Part Rate 42% 1 Year Russel 2000 Annual Point to Point:  Cap 6.75%  1 Year…

On The Move – June 21, 2022

June 21, 2022 – Effective Date of Change Great American Life Insurance Company Fixed Index Annuity: American Landmark 3 50,000+ 1 Year S&P 500 Annual Point-to-Point with Cap:  Cap 6.25%  1 Year iShares U.S. Real Estate Annual Point to Point with Cap:  Cap 6.65%  1 Year iShares MSCI EAFE 1-year point-to-point with cap:  Cap 6.250%  1 Year Declared Rate Strategy:  Rate…

Five Ways to Ruin the First Appointment

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.

On The Move – June 14, 2022

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/…

Boost Your Annuity Sales Now

Annuity sales are on fire right now. Fueled by market volatility, consumers in 2021 spent roughly $255 billion on annuities. According to LIMRA, that marks the third-highest annual total in history. All types of annuities saw increased sales last year. However, the biggest growth came from registered index-linked annuities, which jumped a record 61% in…

On The Move – June 7, 2022

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…

On The Move – May 24, 2022

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…