Article Library

Most Viewed Articles

Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.
Dan McGrath
Maximizing Social Security? It may be hazardous to your health
Article posted by Dan McGrath
Yes, Social Security planning is important, but compared to your greatest asset that you have, which is your health, it just may be hazardous.
Paul Wilson
Living with impact
Article posted by Paul Wilson
Jason Jenkins sees big changes ahead for the financial services industry. But if there’s one thing life has taught him, it’s that the best way to handle a challenge is to face it head-on.
Vanessa De La Rosa
10 proven ways to market annuities
Article posted by Vanessa De La Rosa
A multitiered marketing strategy makes lead generation and branding much, much more effective.
The PT Services Group
10 secrets to succeeding in cold appointments
Article posted by John Pojeta
In our world, a cold appointment is a meeting that has been set on behalf of the producer and that the producer will not touch until the day and time of the appointment. After talking with producers, outside sales coaches and other experts in the industry, we assembled these 10 secrets to making a cold appointment a success.
Channing Schmidt
Show clients the important role life insurance can play in retirement
Article posted by Channing Schmidt, JD, CFP
As a financial advisor, you can help pre-retirees evaluate and implement ways to save for retirement, and to withdraw income once retirement arrives. It’s important to consider the contribution, accumulation and distribution tax characteristics of these options.
More Articles

Most Recent Articles

Roccy Defrancesco
F&G dumps caps on EIUL renewals
Article posted by Roccy DeFrancesco
Many agents sell an EIUL and then never think of the client again. If this is how you operate, you might want to start looking at your clients' renewal caps. What you will find should upset you.
Dr. Jack Singer
How financial advisors can take charge of their job stressors
Article posted by Dr. Jack Singer
In my coaching practice with producers and advisors, I find that teaching them a simple way to categorize their job stressors can often help to actually take control and manage them much easier.
Steven McCarty
Retirement seminars: summit path or slippery slope? Pt. 3
Article posted by Steven McCarty
Your seminar will never succeed, the thinking goes, unless you can fill seats. But you won’t draw attendees if they think they’re in for a hard sales pitch. So you pose as an academic instructor instead. However, this is illogical because many seminars succeed without deception. And the way they succeed is by being ethical, compliant, and content-driven in your seminars. So let’s take a quick look at each of these elements.
kstartt
The insanity in indexed annuity sales growth
Article posted by Kevin Startt
If the definition of insanity is continuing to do the same thing over and over and expecting different results, then Einstein would have to challenge the hypothesis today of many indexed annuity (FIA) and indexed life sales (IUL) agents. The U.S. markets have gone up over 140 percent for the last five years, yet indexed annuity and life agents, in many cases, are still allocating clients' index crediting based on 2009 prices.
Michael Goldberg
Networking the right way: It's a process
Article posted by Michael Goldberg
​What is your process? Do you even have a process? Do you know how to work a room? Are you confident when speaking with people you don't know? How do you start a conversation? End a conversation? Escape from a conversation? These are all things to consider when you show up to an event.
jberson
Don't die in the saddle — succession planning for financial advisors
Article posted by Jeffrey Berson
Thinking ahead is a cardinal rule of business. In addition to monitoring the daily operation of your business, you need to think about the future. We ask our clients to do this, so why shouldn’t we? And as difficult as it may be, it’s important to envision the day when you no longer will be in charge.
More Recent Articles