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Paul Wilson
9 reasons consumers need advisors more than ever
Article posted by Paul Wilson
Van Mueller kicked off the 2014 Advisor Network Summit in Las Vegas with a bang. In his usual rapid-fire manner, he bombarded attendees with a series of facts, figures, stories and a plethora of sales ideas. Here are a few of the best takeaways:
Julius Giarmarco
Should annuities ever go into an IRA?
Article posted by Julius Giarmarco
Given the similarities between IRAs and annuities, should an IRA? ever purchase an annuity?
Nick Paleveda MBA J.D. LL.M
The power of life insurance beneficiary designations
Article posted by Nicholas Paleveda MBA J.D. LL.M
Jane Hall argues that MetLife abused its discretion by refusing to recognize either Dennis's will or the November 2010 form as a sufficient written request under the plan to change the beneficiary from Dennis Hall II to Jane Hall. According to MetLife, a life insurance policy payable to someone other than Dennis's estate, such as this one, is unaffected by the terms of the will.
Vanessa De La Rosa
Herm Edwards on leadership, preparation and legacy
Article posted by Vanessa De La Rosa
ESPN analyst Herm Edwards kicked the motivation factor up a notch at the 2014 Advisor Network Summit in Las Vegas.
SteveLewit
Are you losing appointments to client shame? Pt. 1
Article posted by Steve Lewit
Shame is the belief that somehow you are not good enough, and it comes in many forms. There can be no doubt that many of our clients often have layers of shame about their finances which, in my many years in the business, I have never heard discussed or considered.
Jason Kestler
A comparison of two uncapped strategies
Article posted by Jason Kestler
At a high level, The Barclays Dynamic Balance Index and the Shiller Barclays CAPE US Sector Risk Controlled 10 percent USD Total Return Index these seem to be very similar concepts. So, in order to get a better idea of the potential of each, I conducted two little experiments.
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Matt Eilers
Are you making these 3 seminar mistakes?
Article posted by Matthew Eilers
We all know, there are dos and don’ts in this business, and when it comes to seminars, there are some rules that shouldn’t be broken … unless you're OK with flushing your marketing dollars down the toilet.
Ike Devji
Life insurance: a vital debt management and asset protection tool for young doctors
Article posted by Ike Devji
I continually talk to both young and older doctors who have an irrational resistance to life insurance typically because of a fear of being taken advantage of in the purchase transaction and/or because of the perceived high costs to buy coverage.
Paul McCord
Are you just a piece of trash to your clients?
Article posted by Paul McCord
Traditional thinking says that any time you get your name in front a client, you are "communicating." However, is the client's three-second trip to the trash can to ditch your expensive postcard or letter the best the use of your money?
kstartt
Can I build my own annuity?
Article posted by Kevin Startt
So, if I can get a pepperoni and pickle pizza to the customer in 30 minutes or less, can I build a fixed indexed annuity in 30 minutes? The road to success is dotted with many tempting parking places. Building your own FIA is not one of them, I’m afraid.
Paul Wilson
How to market to women — and why it's more important than ever
Article posted by Paul Wilson
Thirteen years ago, Rebecca True was working in New York City as a technology executive for Bank of America Securities. On September 11, 2001, many of her clients were killed in the attacks on the World Trade Center. Because she was one of the few women in the company, she was thrust into a role of talking to the widows and helping them begin to rebuild and take care of their families. During the next eight months, she realized she had something to bring that was “far more important than building websites.” Here are a few key stats and takeaways she shared with attendees of the 2014 Advisor Network Summit in Las Vegas.
Frank N. Darras
The retirement challenge: Using health insurance, life and annuities
Article posted by Frank N. Darras
Retirement is always a challenging stage of life, with insurance just a part of the obstacle course. Future retirees need to really consider health insurance, life insurance, and annuities as part of their future retirement strategy.
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