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May 1, 2022

Ripples On A Pond? Or Spaghetti Thrown Against The Wall?

I was listening to NPR while driving to work back in 2006 when I heard a report about something new that had the potential to take the (somewhat young) social media world by storm.

May 1, 2022

Consumer Confidence In Agents And Insurers At All-Time High

A LIMRA survey shows consumer opinion of the industry is at its highest point since 2008.

May 1, 2022

How To Successfully Frame Client Expectations

Some tips to help you and your client be in alignment on their financial goals and how to achieve them.

May 1, 2022

The Industry Celebrates Big Wins In DC And The Courts

Despite political headwinds, financial services wound up on the plus side of a pair of recent decisions, one in court and one in Congress. Both could help put more life insurance products in the hands of consumers.

May 1, 2022

Use Your Relationship-Building Skills For Political Advocacy

Developing trust and proving yourself takes time, but they can be worthwhile in establishing positive relationships with your elected representatives.

May 1, 2022

Sell More With Less: Using A Virtual Assistant

A virtual assistant can free you up to spend more time selling, while eliminating human resources responsibilities.

May 1, 2022

I Object! When Prospects Balk At Getting Coverage

Here are five common objection scenarios and how to address them.

May 1, 2022

A Simple Strategy To Use Life Insurance For Income Protection

A death benefit is an income distribution portfolio waiting to happen.

April 1, 2022

Reaching Out, Lifting Up

Advisors give their time and expertise to help others increase their financial literacy.

April 1, 2022

From Single Mom To ‘Legendary’ Advisor — With Robelynn Abadie

Robelynn Abadie began with no training and no experience and ended her 43-year career as the 2021 John Newton Russell Memorial Award winner.

April 1, 2022

Sailing On That Big Blue Ocean — With Joe RoosEvans

Joe RoosEvans discusses how he discovered the way to set himself apart from all the other advisors out there, describes the way he mastered the art of marketing and reveals why losing his first job was the best thing that ever happened to him.

April 1, 2022

Encouraging The Next Generation Of Advisors

Many students who are smart, motivated and planning their post-graduation lives are largely unaware of insurance and financial services as a career option.

April 1, 2022

Selecting The Right Annuity Requires Dialogue & Partnership

A study showed most investors would discuss annuities with their advisors, but they would make the final decision on which product to choose.

April 1, 2022

Help Clients Spring-Clean Their Financial House

When you help clients improve their financial literacy, you move them along the road to achieving their financial goals in every season of their lives.

April 1, 2022

Sea Level Rise Could Significantly Affect Property Insurance

A greater threat of flooding will lead to higher rates of property damage.

April 1, 2022

Older Generations Becoming More Aware Of ESG Investing

While millennials were the early adopters of this type of investing, it’s no longer exclusive to this generation.

April 1, 2022

A Proven Retention Tool For Women In Financial Services

Mentorship is key to retaining a diverse workforce.

April 1, 2022

What It Takes To Have A Million-Dollar Day

Get the right factors into alignment to execute the perfect day for your practice.

April 1, 2022

Could FIAs Be A Cure For Dropping Bond Prices?

Inflation and rising rates, on top of ongoing market volatility, have come into sharp focus for investors.

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