What Did I forget 2

What Did I Forget? “The Problem”

If I can’t seem to find something, I Google it. If I can’t find my way, I can ask Siri, Garmin or my friend OnStar. I don’t need my briefcase; I have my Notebook or ...
Phoenix

Guaranteed Income Is a “Must Have” for Annuity Sales

A Recent Survey Attempts to Forecast Important Annuity Market Trends By Annuity Outlook Staff Several factors are contributing to a positive outlook for our industry. Listen ...
gps

Your Insurance Industry GPS is Recalculating Where is True North?

While driving from Philadelphia to Charleston, South Carolina recently, I hit horrible traffic between Washington, D.C. and Richmond, VA.  My car is equipped with a new ...
Screen Shot 2013-07-16 at 11.18.49 AM

Beating Business Atrophy

Businesses are usually in one of three modalities; growth, stagnant or decline. Every business is unique, but Michael E. Gerber, author of “The E Myth Revisited,” says ...
Screen Shot 2013-07-16 at 10.58.13 AM

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, ...
Screen Shot 2013-06-14 at 12.30.21 PM

Annuity Industry Leaders Meet in D.C. to Address Compliance, Regulatory and Government Relations Issues

This year’s NAFA Annuity Leadership Forum was held June 12 – 14 at the Westin Arlington Gateway, gathering nearly 50 leading insurance carriers and independent marketing ...
boomer women

Selling to Boomer Women

Women live longer than men by an average of seven years. Yet, studies indicate they are much less prepared for making financial decisions after their spouse dies. Women ...
Screen Shot 2013-03-07 at 9.46.47 AM

The Power of Social Security Optimization Finding $120,000 in 2 Minutes Was Just the Start

Right now your clients may be asking you, “When do I withdraw my Social Security benefits?” Or, “How much can I expect to receive monthly?” Maybe it’s, “Should ...
Screen Shot 2013-03-07 at 5.42.41 PM

90% of High Net-Worth Investors Use Social Media

Are You Reaching Them? As we all know, a significant portion of online users use social media. In fact, the latest data illustrates that a whopping one billion people are ...
Screen Shot 2013-03-07 at 5.36.08 PM

Selling to Boomers’ Motivational Values

Brain researchers don’t believe most people make decisions through logical analysis using the left side of the brain and with fluid intelligence. They believe decisions ...