The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will be bombarding consumers with ads leading up to the Black Friday rush. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Use the Thanksgiving ad blitz to your advantage by taking an…
Details
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.
Details
Another Look at “Indexed Annuities: Consider the Alternative” We continue to talk about, and continue to get requests for, a whitepaper titled “Fixed Indexed Annuities: Consider the Alternative” written by Roger Ibbotson, PhD. For those that are not familiar with Dr. Ibbotson he is Chairman & Chief Investment Officer of Zebra Capital Management and Professor…
Details
Learn five tips financial advisors can use to improve their performance when holding seminars.
Details
Financial advisors can generate more new leads by taking these 10 simple steps for optimizing their website.
Details
Learn how the full implementation of the 2017 CSOs will impact the insurance industry and potentially lead to sales opportunities for advisors.
Details
There has never been a better time to write Single Premium Life (SPL) than now! Whether you are an annuity agent, specializing in senior health products or a traditional life agent, you have clients that absolutely need the benefits that SPL provides. These products are better than you remember, because product manufacturers are beginning to…
Details
The good news is there is an income rider for almost any income need; the bad news is that sifting through the options to find the best fit for your client’s need can be cumbersome and time consuming. IAMS has the solution to save you time and make your clients money! Call 800-255-5055 and ask…
Details
To be successful you know that you need to be prospecting all the time, but are you missing an important link in todays tied together world? For example, one of your prospects is intrigued about your services, but would like her family’s input before working with you — they search for your website. A second…
Details
The good news for fixed indexed annuity sales just keeps coming! FIA’s continue gaining mainstream acceptance for the benefits they provide: safety, guarantees, guaranteed income. However, in a recent article in Wealth magazine, Diana Britton reviews recent research by economist Roger Ibbotson detailing his opinion on the accumulation opportunity offered by fixed indexed annuities as…
Details