Monday Minute – January 13, 2025
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PRODUCTS
Aspida Synergy Choice 5 and 10
Explore the benefits and key features of Aspida’s Synergy Choice products, designed to provide flexible solutions for clients seeking stability and growth in uncertain markets.
OPERATIONS
Regulatory Training Deadlines – Suitability Regulations
- California (CA): Advisors must complete the state-specific 8-hour training by July 1, 2025, to comply with the NAIC Model for Suitability.
- Nebraska (NE): Advisors are required to finish the 4-hour training by May 15, 2025.
Ensure you meet these deadlines to remain compliant and continue serving clients effectively in these regions.
MARKETING
Have you considered hosting client appreciation events?
They’re a great way to deepen relationships, build loyalty, and encourage referrals in a relaxed setting. Clients feel valued, and introducing potential prospects becomes natural.
Event Ideas:
- Dinner or Wine Tasting – Host an intimate evening at a local restaurant or vineyard. Invite top clients and encourage them to bring a guest.
- Brunch & Learn – Pair a light brunch with a short, engaging talk on tax or retirement strategies.
- Golf or Sporting Event – Sponsor a golf outing or reserve a skybox for a fun, casual experience
- Family-Friendly Event – Seasonal gatherings like picnics or holiday parties create community and personal connections.
Send personalized thank-you notes and follow up with event highlights to keep the positive experience top of mind.
SALES
Join us as we host America’s leading IRA expert, Ed Slott, for an exclusive webinar titled Transform Tax Challenges into Opportunities and is designed to equip you with the knowledge and tools needed to navigate the evolving tax landscape of 2025. As tax rates rise and traditional approaches become outdated, this session will reveal actionable strategies to help you stay ahead of the curve and grow your practice.
Carrier Updates
Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents.
MYGA Report
Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.