by Tim Beauregard | Aug 3, 2020 | Annuities
Tim Beauregard Annuity Sales Manager The U.S. Department of Labor (the DOL) announced a new three-part fiduciary rule package on June 29,2020 governing investment advice replacing the 2016 Obama administration rule vacated in 2018. Under the new package the DOL... by Jody Horetski | Jul 27, 2020 | Life
Jody HoretskiLife Insurance Consultant The Lifeblood of your Business How do you determine your ideal customers and where do you find them? A good course of action would be to analyze your current group of clients and identify similarities … age, gender, income,... by Chris Russen | Jul 14, 2020 | Annuities
Chris RussenAnnuity Consultant Is it time to reassess your client’s position in the market? The COVID-19 outbreak is still going on, and we all have had to change the way we do business. Fewer face to face meetings in favor of phone calls and virtual meetings have... by Jack Nachtrab | Jul 7, 2020 | Life
Jack NachtrabLife Insurance Consultant When it comes to life insurance, many clients today are looking for guarantees – guaranteed death benefit, guaranteed premium, even guaranteed underwriting results. If your clients’ current term insurance policy has... by Tim Beauregard | Jun 30, 2020 | Annuities
Tim BeauregardAnnuity Sales Manager Many people do not know what annuities are. Many who may think they know what annuities are have knowledge based upon something they heard sometime ago from a friend, or from an article they read, or from something they saw on TV.... by Jody Horetski | Jun 23, 2020 | Life
Back to Basics Polish Your People Skills and Drive Jody HoretskiLife Insurance Consultant Making your clients feel important will result in them taking the time to listen, evaluate, and likely follow your recommendations. Success in sales depends on your ability... by Chris Russen | Jun 10, 2020 | Annuities
Chris RussenAnnuity ConsultantWholehan Marketing COVID-19 has changed life as we know it, including the way we conduct insurance business. In response to the economic environment, many carriers have lowered payout riders and premium bonuses, and some have lowered... by Jack Nachtrab | Jun 2, 2020 | Life
Life Insurance Sales Consultant As the roller coaster of market uncertainty continues, many clients are unsure of what to do. One area that seems to be increasingly inviting is the area of indexes – especially those within a life insurance policy. The client has... by Tim Beauregard | May 26, 2020 | Annuities
Tim BeauregardAnnuity Sales Manager The June 30th, 2020 implementation date for the SEC’s Regulation Best Interest (Reg BI) is right around the corner. The National Association of Insurance Commissioners (NAIC) has finalized a similar “Best Interest” annuity sales... by Chris Russen | May 18, 2020 | Annuities
Chris RussenAnnuity Sales Consultant Partial Roth conversions can be a tool to create tax diversification in your client’s retirement income or legacy planning. By setting up a plan with pre-tax funds in the right tax environment, this can allow your clients to pay...