4 Ways to Overcome Media-Driven Annuity Misconceptions
Annuities are designed to reduce risk. How do you help clients understand that?
5 Traits of a Nondisruptable Advisor
A robo-advisor can design a portfolio. You can make a community better.
Distributions Out of a Cash Value Life Insurance Policy
The machinery in these products may work more like a manual transmission than an automatic.
The Secret to Your True Potential Is Fried Chicken
One strange trick? Stop telling clients and prospects "thank you."
Life Settlement Opportunities for Business Life Insurance
When an owner leaves, a company may end up with a policy it no longer needs.
Forget the Elevator Speech: 5 Steps to Telling Your Story
The key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
Preparing clients for a modified disability offer
Setting realistic expectations early can increase the odds of closing a sale.
Turkey time tradition: 4 year-end review strategies
Help clients show much their families REALLY mean to them.
Collaboration and your business
It takes a team to win a race, host a race ─ and protect your clients against long-term care risk.
Invest in my brand?… What’s the point?
Branding is the bridge that takes you from a transactional salesperson looking for the next sale, to a pursued, trusted financial consultant.