Five Ways to Ruin a 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.

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Roger Ibbotson

Refocusing for 2020

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…

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Laptop Data

Indexed Annuity Must-Have Article

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…

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