Apr 18, 2018
If your clients haven’t received their tax returns yet, they should be receiving that sweet sum of money shortly. Now, it may feel like the world is their oyster for a short period of time; perhaps it’s shopping spree time, or maybe they have their eye on a round of golf at the best course in the state. Instead of these frivolous options, try steering them towards something that can significantly help their retirement planning. We’re talking about a Fixed Indexed Annuity.
Apr 04, 2018
We're hopping for joy with what's in store for this month. In our April Annuity Update Show we have news of the MYGA wars which continue to rage on, details on an out-of-this-world indexed annuity, and an available bonus opportunity.
Mar 29, 2018
We’ve all played The Game of Life. As you move through the board, you are prompted to make choices that will determine your life’s outcome and your financial success. You can incorporate this lesson when talking to clients about life insurance.
Mar 21, 2018
Spring has sprung, or at least it has according to the calendar, and that means it’s time for a spring clean! The typical list looks something like this: crack open windows, dust off the furniture, go through the closet, and start planning the annual garage sale. One more thing we challenge your clients to add to their spring cleaning task list is a financial revamp. We’re not talking about an overbearing overhaul, we’re talking 4 simple tasks that can make your clients feel more comfortable, prepared, and organized for their future!
To celebrate National Pi Day, we’re serving a slice of financial advice that you can share with your clients anytime of the year!
Mar 01, 2018
This month we’re featuring a trusted IUL that has truly reached "elite" status, an all expenses paid vacation to Arizona for business you may already be writing, a new app to help you provide services to business owners, and our NEW proprietary product launch.
This month, the stock market has pulled a one-two punch on your clients' savings. How many more rounds are they prepared to go? Luckily, there are a few heavy hitters in our arsenal that could help protect them.