Monday Minute – July 10, 2023

Shifts in the Horizon: Exploring the Future of Retirement Income Planning If you missed our recent webinar that took place last Thursday exploring the future of retirement income planning, we talked to David Blanchett about how annuities can help longevity risk in retirement planning for…

Monday Minute – June 26, 2023

Better Social Security Outcomes Our recent webinar “$200,000 in 90 seconds” featured a look at a new approach to Social Security planning with a new framework for converting prospects into meetings, and converting meetings into new clients. Learn how you can go beyond traditional Social…

Monday Minute – June 19, 2023

$200,000 in 90 Seconds – Better Social Security Outcomes Getting Social Security right is a big deal. Over 70% of pre-retirees would switch advisors to get their desired advice. Since 93% of Americans surveyed last year failed to identify the key factors that determine their…

Monday Minute – June 5, 2023

National Annuity Awareness Month June is National Annuity Awareness Month, and we’ve collected useful resources you can use to educate your clients on how annuities can be a powerful part of their financial future.  Ask your Advisor Development Consultant about our 2023 National Annuity Awareness Month kit that includes downloadable fact…

Monday Minute – May 22, 2023

Best Practices To Achieve Growth Discover strategies established by research and proven by experience in four key areas of business. Access resources to help enhance the clients’ experience and deliver valuable solutions in today’s uncertain markets. Join us May 25, 2023 at 1:00 PM ET. Carrier…

YES, I’D LIKE TO LEVEL UP MY BUSINESS IN 2024!