Monday Minute – November 28, 2022

Transform the Traditional Illustration Experience In today’s environment, it is more important than ever for you to effectively educate your clients and easily demonstrate the holistic benefits of insurance products in a comprehensive financial plan. Our new proprietary Indexed Universal Life sales platform simplifies the…

Monday Minute – November 14, 2022

Transform the Traditional Illustration Experience Here’s your exclusive look at a new tool designed to educate consumers on the importance of a holistic plan including solutions for wealth transfer, income and accumulation protection, and tax-free retirement planning. A New Approach to Retirement Income Planning with…

Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)

This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support clients navigate their retirement income planning during inflationary periods. 

I WANT TO MAKE 2022 MY BEST YEAR!