Monday Minute – August 7, 2023
Two for Tuesday Join us this week for our “Two for Tuesday” where Jeff Sather and Sharen Coats will discuss one of the big issues that cause your affluent clients to lose sleep over! The issue is the fear of having to spend down their…
Monday Minute – July 31, 2023
Two for Tuesday with Jeff Sather Don’t miss this month’s Two for Tuesday with special guest Sharon Coats, Regional Vice President – SecureCare, Securian Financial. This month you’ll take away these three essential things: Sign up today to join us on August 8th at 10:00 AM Central….
Monday Minute – July 24, 2023
Secrets of the Volatility Buffer Marketing System Hear uber-successful InsurMark advisors share how this data-driven marketing platform is driving hyper-results, including: Sign up today to join us on July 25th at 3:00 PM Central. InsurMark Family Reunion 2024 Qualification is now open for next year’s…
Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)
In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans.
Monday Minute – July 17, 2023
Shifts in the Horizon: Exploring the Future of Retirement Income Planning If you missed our recent webinar, we talked to David Blanchett about how annuities can help longevity risk in retirement planning for prospects and clients and Heather Holmes, who has a phenomenal system that…
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 – July 3, 2023
Happy Fourth of July! Tomorrow, July 4th , is our country’s Independence Day! We hope you have the opportunity to spend some time with family, loved ones and friends! Maybe you have the opportunity to BBQ and even spend some time in the sun. We…
Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)
In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients.
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…