Trending

Fiduciary Rule Update: Law Now Partially in Effect

Jun 9, 2017

As of today, June 9, 2017, the first phase of the fiduciary rule is in force. If all goes as planned, the law will be fully implemented by January 1, 2018.  Read More

Business

How to Write a Mission Statement that Matters

Jun 6, 2017

When you hear the phrase “mission statement,” what comes to mind? A fancy, adjective-heavy sentence in a corporate retreat packet? A far-fetched dream that falls flat in the face of practical business?  Read More

Portfolio

Why This Could Be the Age of Annuities

May 25, 2017

More than anything else, Americans’ top financial worry is not having enough saved for retirement. Although there is one product that’s growing increasingly favorable, but hasn’t totally caught on… yet.  Read More

Portfolio

Understanding Single-Premium Immediate Annuities

May 24, 2017

Annuities have gotten a bad rap with some investors. You may have heard that they carry high expenses, surrender charges, and are hard to understand because of complex contracts. It can be difficult to tell if an annuity is a good …  Read More

Portfolio

Protect the Nest Egg with Fixed Index Annuities

May 16, 2017

You’ve heard it before, and it’s true: Americans are concerned about outliving their savings. According to a 2016 survey, nearly 75 percent of Americans over 40 are behind on their retirement savings.  Read More

Business

5 Strategies to Boost Your Annuity Sales

May 9, 2017

As an annuities advisor, you know the sales world isn’t kind to those who are passive. If you don’t bring your “A” game, well, then you may not be able to bring home the bacon.  Read More

Portfolio

Fixed Annuities vs. Indexed Annuities: What’s the Difference?

May 4, 2017

You’ve heard the news that now’s the time to be selling annuities, you’ve done your initial research, and you’ve discovered the two main types: fixed annuities and indexed annuities. But what sets them apart, and how do you know …  Read More

Business

3 Things Highly Successful Annuity Agents Do Right

May 1, 2017

Increasing your annuity business can be difficult without knowing the winning formula. Lucky for you, we want to share it with you! If you write health or life insurance, selling annuities is your next step for growth.  Read More

Business

Finish Work Faster Using e-Apps

Apr 27, 2017

Clients are likely to choose a Medicare Supplement based on financial factors like premium and long-term rate stability. But, what are carriers doing to appeal to tech-savvy agents like you?  Read More

Business

How to Write a Medicare Supplement Call Script That Really Works

Apr 18, 2017

You’re armed with fresh leads and determined to sell Medicare Supplements over the phone. So, now what? Common practice might say writing a strong script is next, but here’s our secret: You need a mix of preparation and …  Read More

Trending

Prepare for Upcoming Medicare Supplement Changes

Apr 5, 2017

Those who read the writing on the wall put themselves in a better position when changes arrive. We’re here to tell you that change is coming to Medicare Supplement coverage.  Read More

Business

5 Tips for Creating Your Personal Brand

Mar 30, 2017

Your personal brand is all about you. It’s a combination of your unique talents, attributes, likes, dislikes, hopes, dreams, and more. It’s the philosophy behind your public mission statement. Amazon Founder and CEO …  Read More

Portfolio

Critical Illness Plans: Your Cure for Unhealthy Sales

Mar 23, 2017

Every agent has a story to tell. In the senior market, that usually means visiting clients and prospects in their homes to discuss typical offerings such as health, life insurance, and final expense plans.  Read More

Portfolio

Why Critical Illness Insurance Can Breathe New Life into Your Business

Mar 21, 2017

Critical illness insurance is nothing new. In fact, it’s been around since 1983. But only recently has there been a major uptick in interest in this type of coverage and there are a few reasons why.  Read More

Portfolio

The Key to Accessing High-Cost Care

Mar 16, 2017

Stays in nursing homes and assisted living facilities are increasing as the baby boomer generation reaches its golden years. Unfortunately, most senior living facilities are expensive and those costs continue to rise.  Read More

Ritter

2017 State of the Senior Market: In Review

Mar 8, 2017

Last Tuesday, Craig Ritter gave his annual State of the Senior Market address to 370 agents from across the country. We’ll have a recording for you here soon! If you’d like a quick summary, here are some of the highlights:  Read More

Portfolio

Four Ancillary Cross-Sales to Show Clients You Care

Mar 1, 2017

As Major League Baseball warms up with spring training, it’s a good time to refine your selling game as well. You can think of the Annual Enrollment Period as the regular season, and this is your time to work on your business …  Read More

Business

Why Taking It Slow is Good for Business

Feb 14, 2017

Ever hear of the “slow food movement?” The trend asserts that it’s worth taking the time to prepare meals that are good for your body, rather than inhaling empty calories just to satisfy the need to eat.  Read More

Compliance

The Fate of the Fiduciary Rule

Feb 10, 2017

Brokerage firms and financial professionals working in the retirement industry have been preparing for the implementation of the fiduciary rule for more than a year. Now, it may not happen.  Read More

Business

Interviewing Tips to Bring in Stellar Agents

Feb 8, 2017

One component that can make or break your business is people. That’s why hiring well is crucial when building an agency of collaborative and successful people. By taking the time to make sure the right person is on board, you can …  Read More

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