INSIGHTS NEWSLETTERS

InsurMark INSIGHTS – where ambitious advisors build a more successful, sustainable, 21st century retirement income practice.

WINTER 2022

– Why clients are firing advisors and how to capitalize on this trend.
– How to kickstart 2023 planning in 3 steps.
– Hit the upgrade button! Fixed annuities sales are exploding.
– Top 3 ways to build trust in the client-advisor relationship.

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FALL 2022

– This disconnect about annuities creates opportunities for advisors.
– Two quick tips to incorporate video into your marketing.
– How switching to annuitized income increases retirees spending power two-fold!
– Retirees need coaching during the “Reinvention Stage.”

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SUMMER 2022

– Index Strategies: the rules of the game have changed Infographic
– How to answer the $100K question wealthy pre-retirees are asking
– Secret to increasing revenue 56% Infographic
– Wealthy investors are taking advantage of Roth conversions

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SPRING 2022

– 7 Critical IRA Errors Advisors Must Avoid
– Attract with Catalyst Campaigns & Savvy COl Presentations Infographic
– First FIA to offset Social Security Reductions
– Over 1000 Advisors rate their marketing effort Infographic
– The Prospect Journey Map Infographic

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I WANT TO MAKE 2022 MY BEST YEAR!