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VIDEO: Exploring New Trends and Opportunities for Advisors

In today’s rapidly evolving financial landscape, several factors have emerged that shape the dynamics of the industry. As individuals increasingly seek secure and stable income streams to safeguard their financial futures, annuity products have gained prominence as an attractive option. Simultaneously, industry players are embracing cutting-edge sales innovation techniques to engage customers effectively and adapt…

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Addressing the Retirement Readiness Problem

More than half of American workers are planning to work during retirement. That’s according to a recent study published by the nonprofit Transamerica Center for Retirement Studies. Nearly 6,000 people responded to the survey. The study found that 55% of those surveyed think they will need to remain in the workforce after reaching their retirement…

Reviewing Your Marketing Plan

Your yearly marketing plan should be viewed as a living document. While it should have a solid foundation that clearly states your goals and the means to achieve those goals, your plan should also be flexible with room for changes as needed. The transition from one quarter to the next is a good time to…

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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…

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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…