Category: Alternatives

According to MarketWatch analysts, an oil basin located in Texas is predicted to increase by 350,000 barrels a day year over year, and by 490,000 barrels a day from the fourth quarter of 2016 to the fourth quarter of 2017. Regardless of popular belief, oil is still being discovered and at record breaking levels! So what does this have to do with retirement income and savings? EVERYTHING!

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Category: Sales

What is at the root of your client's motivation to purchase life insurance or an annuity? At the end of the day, it’s not really about the money.

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Category: Annuities

It’s the first week of August, and you know what that means. In this month’s Annuity Update Show, we’re covering an alternative opportunity that will increase sales, a Post-DOL Guide that will keep your practice producing in this post DOL world, and a quick guide that will help you reach a bigger demographic.

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Category: Life Insurance

A recent study shows that about 82% of Millennials are contributing to retirement funds; more than their Gen X and Baby Boomer counterparts. But, there’s that pesky market crash that happened in their childhood that scared them away from risky stocks. However, we think we have the key to Millennial retirement planning.

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Category: Life Insurance

Nearly 40% of Americans do not own a life insurance policy. This statistics makes it safe to say that the common consensus amongst consumers is that life insurance is an expense. It’s our job as advisors to show them that their premiums are, in fact, an investment.

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Category: Life Insurance

In the July 2017 Life Update Show, we're covering one of the most competitive term products in the industry, a new GUL product paired with a sales concept to boot, and lastly a cash incentive that you won’t want to miss out on.

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Category: Life Insurance

If potential clients need some convincing, show them the infographic below and ask if their loved ones could cover these costs without their income.

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Category: Marketing

If you’re not currently highlighting your business on Facebook, you’re missing out on huge opportunities to reach potential new customers and stay connected with current clients. Here are some tips to help get you started.

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Category: Life Insurance

What could possibly be draining the wallets of your clients? Make no mistake, it’s paying for long term care and medical care.

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Category: Retirement

One day, your clients will face the question: is now the right time to retire? Here’s how you can help them determine if they are truly ready.

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