Time and money are two of your clients’ top assets. Don’t let lack of fixed index annuity awareness cost them valuable time and money in retirement.
What do the fastest-growing and most successful companies like Tesla, Apple, and Amazon have in common? They all find afford-able ways to fund their working capital in order to grow rapidly.
The only technology-enabled IMO, Signal Advisors is now the fastest-growing IMO, too. “It’s becoming the operating system for my insurance business,” says Bob Smith, founder of RCS Wealth. “Having everything in one place has been a game-changer. My firm is way more efficient and the platform is simple to use.”
As a life insurance producer for more than 30 years, Chuck Scrafano was accustomed to getting invited to all sorts of unique events. But, something about a gift box invitation he received in June of 2021 caught his eye. It was an invite from Signal Advisors to attend the Rocket Mortgage Classic PGA Tournament.
David Duley, Founder and CEO of PlanGap, knows firsthand the feelings of frustration and helplessness that result when broken promises destabilize a family’s financial well-being.
In September 2021, Protective Life Corporation (Protective) began showcasing its new visual identity and updated voice, forging a stronger connection to its purpose and audiences. This new brand recognizes “the protector in all of us” and exemplifies the company’s 114-year commitment to putting people first, delivering on promises and striving to do more for its customers, employees, business partners and communities.
Since its founding, the Foresters fraternal mission has been steadfast and is as relevant today as it was nearly 150 years ago. That mission is: Helping those who help others.
Nathan leads the life insurance division of Simplicity Group, working with all the Group’s Partners who specialize in life insurance. In this Q&A, Nathan explains why he is excited about the future of our industry and how Simplicity’s core principles help create an exciting path for advisor success.
Foresters Financial™, the purpose driven fraternal life insurer, is enjoying record sales as it pursues its mission to enhance the well-being of its insureds (members) and their communities. On the back of several new member benefit launches over the past 18 months, Foresters just announced a holistic wellness app called Foresters Go™, available to all members.
According to data from the Secure Retirement Institute, strong equity market gains and lower volatility — as well as rising interest rates — are all contributing factors to annuity sales reaching $129 billion year to date, a 29% increase over 2020.
In the heart of the Motor City — a town not known as a hotbed for insurance innovation — a young company called Signal Advisors is hard at work. Patrick Kelly, 31, now the co-founder and CEO of Signal Advisors, started his career as a financial advisor. In just a few short years, Signal Advisors has managed to raise tens of millions of dollars from some of the nation’s most successful entrepreneurs and investors. So what is the secret to Signal’s success?
Big changes are underway in the industry. And they could soon elevate your production and your clients’ satisfaction. As you read this, paper apps, products taking months to issue, invasive underwriting and legacy systems are on their way out the door.
As more life insurance customers seek a carefully balanced blend of security and opportunity, John Hancock is now offering its
all-new Protection VUL, (a variable universal life insurance product).
Allianz Life Insurance Company of North America (Allianz) is helping producers position themselves as highly-experienced and knowledgeable in various industries. David R. Foster, JD, AEP, CLU, ChFC, CAP, FLMI, Advanced Markets attorney and Senior Director of Advanced Markets at Allianz, explains how.
Mary Lyons, the Wealth Woman, founder of Benchmark Income Group, a General Agency appointed with the insurance companies of OneAmerica®, discusses economics-based financial planning and how it moves beyond an investment-only mindset and focuses on post-retirement spending targets.
A key make-or-break factor for any business or industry during the COVID-19 pandemic has been the ability to shift business online and provide “contactless” service. This holds particular pain for an industry built on home paramedical exams and handshakes across dining room tables, but the solution has actually been here the whole time, and it all comes down to some innovative and powerful uses of credit-based and non-credit-based data.
Producers working with high net worth prospects may soon find placing big-ticket cases much easier. And that’s not even the good news…
Legal & General America is helping advisors streamline processes to accelerate business growth and give their clients a faster, easier way to get the coverage they need.
With light at the end of the proverbial COVID-19 tunnel, it’s human nature to seek out the bright side. Many have slowed down to appreciate life — we’ve deepened our sense of gratitude, been more in touch with our families and communities, enjoyed clearer days with less pollution, and leveraged technology for, well, just about everything.
Today’s headlines continue to echo a crisis mode even though more than 200 million Americans have been vaccinated and many parts of the country are returning to a “new normal.” We need more annuity education.
If you have older clients sitting on nonqualified assets — especially clients who may have difficulty qualifying for traditional long-term care insurance — there’s a smart strategy to help them get the protection they need, without incurring tax penalties or risking legacy planning.