true story of life insurance

The No. 1 Reason People Don’t Buy Life Insurance and Why They are Wrong

“It’s too expensive!” is the common refrain when Americans are asked why they don’t get the life insurance protection they need. But—and it’s a big but—80 ...
wearable technology 2

The Future of Client Engagement – Wearable Technology

How can insurance agents and financial professionals embrace the future of wearable technology for the benefit of their practice? By helping you to become a communications ...
Turbulent Waters 2

Tossing A Line Into the Turbulent Waters of the Affordable Care Act

There’s no question the Patient Protection and Affordable Care Act (PPACA) — often known simply as the Affordable Care Act — has made a significant impact on the way ...
How to Gain Your Client's TRUST - Quick

How to Gain Your Client’s Trust – Quick

John, an experienced annuity producer, was meeting with a high-net-worth prospective client. As they talked, the prospect leaned back in his chair, so John leaned forward ...
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5 Little-Known Secrets for Financial Advisors on LinkedIn

When I speak at financial conferences I always start by asking the audience one simple question, “How many of you are on LinkedIn?” Typically almost all hands go ...
Lifeboat Drill

Lifeboat Drill

Confusion, volatility, uncertainty and turmoil. It looks like these conditions may be with us for a while. This environment calls for new financial tools, new messages ...
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Successful Online Marketing for Financial Services

It’s a tough time to be you. A few years ago only people in business or college kids used the Internet. Today the Internet is everywhere. If you don’t take immediate ...
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Agents: Are You Ready for the Mission? Learning Social Security Optimizing Strategies to Reinforce Your Role as Trusted Agent

“Your mission, trusted agents, should you decide to accept it” is to familiarize yourself and your clients with Social Security optimizing strategies. “As always, ...

Key to the Sale: Earning Boomers’ Trust

Some producers have it, some don’t – the apparent ease with which they earn clients’ trust. But, like a lot of other things, how to earn trust with Boomers can be ...
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Annuity Abbey Part 2: The Enlightenment

John and Mary Swanson arrived at the annuity seminar. Mary noticed that most of the people at the gathering seemed to be about their age. As they took their seats, Mary ...