Increased 2020 Tax Deductible Limits for LTC Insurance Announced
The just announced increased 2020 tax deductible limits can be a significant benefit for those with tax-qualified long-term care insurance policies according to the American Association for Long-Term...
View Article2020 MDRT Leadership Propels Personal and Professional Growth for U.S. Members
PARK RIDGE, Ill. (Sept. 4, 2019) — The 2020 Executive Committee strengthens MDRT’s offerings for the world’s leading financial professionals as Regina Bedoya, CLU, ChFC, takes her place as 94th...
View ArticleRewarding Referrals Creates More Referrals
Let’s start with some empirical evidence – then we’ll get to the “how to.” I’ve seen two studies that indicate rewarding clients for giving referrals stimulates more referrals. The first study was a...
View Article10 Conversation Starters with the Wealthy
I have a secret for you. Most financial advisors assume the wealthy have tons of advisors chasing them. They don’t. The upper middle income has tons of advisors chasing them but the truly wealthy are...
View ArticleReferrals Aren’t Enough Anymore!
Have you noticed how difficult it is to reach people these days? I’m sure you have. It’s hard enough reaching our existing clients, let alone prospects. The days of walking away with names and numbers...
View ArticleThe 2-Minute Referral Script That Is Killing It!
(I’m going to give you a formula, and a link to a short audio using the script, that guarantees you’ll get tons of referrals… but first let me vent.)Everything you’ve ever read or heard about referrals...
View ArticleReduce Client Taxes and Establish Foundation for Growth
Assisting clients with income or estate tax reduction may seem like a small task in comparison to the vast amount of financial planning work advisors do yearly. However, if you can help your client...
View ArticleWeb Presence Tips for Independent Agents
#1. Whether you value them or not the consumer now considers your Website, your Facebook business page and your LinkedIn account like your modern-day office. Take pride in them, make sure they give the...
View ArticleLessons Learned from the Loss of a Parent
My wife and I had to deal with the loss of both her parents recently. We were fortunate that her parents had their estate fairly well organized. But after going through all of the issues that needed...
View ArticleWhy You Should Be Offering Long-Term Care Annuities
Discussing a client’s long-term health needs can be uncomfortable. Everyone wants to live an active and fulfilling lifestyle in retirement. But your health is unpredictable. Assisted living and home...
View ArticleVolatility Control Indices – Help or Hinderance for FIA Clients?
Volatility Control Indices have become the new buzzwords in the fixed indexed product world. According to recent data from Wink, Inc.’s AnnuitySpecs tool, there are 78 indexing options that include...
View ArticleWhen Annuities Make Sense in Retirement
With life expectancies greater than ever, retirement could very likely be the longest phase of our client’s lives. Therefore, it is absolutely imperative for retirees to have a plan in place that; •...
View ArticleTax Reduction Tools for Producers
Many people are exhausted after tax season. They’ve been busy tracking down receipts, filing paperwork and meeting deadlines. Many just want a break from numbers for a while.But it’s an agent’s job to...
View ArticleThree Elevator Speech Stories
An elevator speech is your 30 seconds of fame. I have worked in the financial industry for decades. That sentence right there probably sounds mundane, but what if I told you, “I showed people that...
View ArticleHelping Clients Teach Their Children About Finances
As trusted financial planners we take good care of our adult clients through holistic long-term financial planning while building strong relationships. In addition, there are many of us delivering...
View ArticleWatch: Best Practices for Success in Your Business [from Life Happens]
In my 50+ years in the business, I’ve found few things more effective for recharging my business and my personal outlook than listening to my peers talk about what’s working—and not working—for them....
View ArticleHow to Maximize Your Online Success by Choosing a Niche
Growing an internet life insurance business as an independent agent with the goal of attracting anyone and everyone is a strategy that will most certainly end in failure. However, growing a niche...
View ArticleWeb Presence Tips for Independent Agents
#1. Whether you value them or not the consumer now considers your Website, your Facebook business page and your LinkedIn account like your modern-day office. Take pride in them, make sure they give the...
View ArticleLessons Learned from the Loss of a Parent
My wife and I had to deal with the loss of both her parents recently. We were fortunate that her parents had their estate fairly well organized. But after going through all of the issues that needed...
View ArticleWhy You Should Be Offering Long-Term Care Annuities
Discussing a client’s long-term health needs can be uncomfortable. Everyone wants to live an active and fulfilling lifestyle in retirement. But your health is unpredictable. Assisted living and home...
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