Author Archive: Joe Anzalone
by Joe Anzalone on Thursday, August 12, 2010
You’ve just had an enjoyable client consultation with a warm, friendly couple. They asked several excellent questions. You learned a great deal about their families, careers, and their goals for their retirement. The meeting went...
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by Joe Anzalone on Thursday, July 22, 2010
WASHINGTON, DC- Obama signs Financial Reform Bill, Regulation of Indexed Annuities to Remain with the States
President Obama signed H.R. 4173, the Dodd-Frank Financial Services Reform Act bill, into law today. Among the myriad of new financial...
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by Joe Anzalone on Thursday, July 15, 2010
Plan for your positive responses and make more sales
“If I can just see more people, I can increase my sales.” While it’s imperative to keep your pipeline full, this statement isn’t always true. Many sales are won or lost during the...
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by Joe Anzalone on Tuesday, July 13, 2010
“How can I reduce my marketing costs and still bring in new prospects?”
Visit SoundTaxNetwork.com
During my tenure at Asset Marketing Systems, this is perhaps the question I’ve heard most often. AMS has always been the leader in providing...
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by Joe Anzalone on Monday, July 12, 2010
Hello everyone, and welcome back from the 2010 AMS Conference! I hope you had as great a time as Abby and I did at this year’s rewards conference. Having never been to Maui, it was exciting for us to discover the island and share our experiences...
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by Joe Anzalone on Thursday, June 17, 2010
Your weaknesses may actually be strengths…
By now, most students of business are familiar with Avis’ legendary marketing campaign launched in 1963. Still lagging behind the dominant player Hertz, Avis made a strategic decision to embrace its second ...
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by Joe Anzalone on Monday, June 14, 2010
Safer Havens: Bonds vs. Indexed Annuities
“The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already, but the simplest thing cannot be made clear to the most intelligent man if he is...
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by Joe Anzalone on Thursday, June 03, 2010
Senior Market Advisor magazine’s cover story in the June 2010 issue “100 Best Sales & Marketing Ideas” lists some of the best new marketing and sales ideas from the field—including seven from Asset Marketing Systems!
As the article points...
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by Joe Anzalone on Thursday, May 13, 2010
Broker Bias Withers Under the Heat of Third Party Studies
From the financial print media to television’s financial “talking heads,” annuities in general and fixed annuities in particular have been criticized as unsuitable accumulation vehicles,...
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by Joe Anzalone on Thursday, April 08, 2010
Indexed Annuities, Starbucks approach middle age
Consider the recent history of two products. In the American marketplace, both held a pedestrian yet respectable position: solid, reliable, sometimes boring but rarely unpredictable, associated with...
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