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…

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…

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…

$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…

$200,000 in 90 Seconds Are you satisfied with how many new clients you’ve added in the last 12 months? If you would like to gain more new client traction and spend less time doing so, this is a webinar you will NOT want to miss….

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…

Celebrating Memorial Day This Memorial Day, we want to take this moment to honor our service men and women who have given the ultimate sacrifice so that we may live in freedom in the greatest country in the world. Perhaps you have walked among the…

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…

Turbocharge Your Sales Results with Video Selling This recent session discussed how top advisors are using personalized videos to take potential clients and make them REAL clients. If you are curious to learn what the best are doing with video emails and the science behind…

Two for Tuesday Join our ABLTC Advisor Development Consultant Jeff Sather for this month’s Two for Tuesday session discussing sales concepts and positioning asset-based long-term care product at point of sale with your customers. Whether you’re just introducing ABLTC to your business or looking to…