by Donna Hayes on February 02, 2012
Written by Donna Hayes
Knowing the Answer to this Common Question
As an advisor one of your biggest challenges is making sure your clients have adequate cash flow in their retirement years to accommodate their lifestyle. As you assess...
Read More…
by Bob Seawright on January 31, 2012
IV. Top Ten Recommendations
I made 10 specific recommendations for 2011 back in January. I will look at how each of these recommendations performed in order. It’s time to turn in my scorecard for 2011.
Diversify. Diversification always makes...
Read More…
by Product/Sales on January 30, 2012
By Trudy Bourque
In today’s annuity marketplace, producers often find themselves besieged by a cascade of dozens of annuity products and discretionary income rider choices. No doubt you have asked yourself the following question a time or two...
Read More…
by Training on January 23, 2012
Written by Todd Greider
The life of an independent advisor can seem chaotic. Generating leads, meeting with existing and potential clients, managing office staff and resources, and driving results to sustain the business can be overwhelming – and ...
Read More…
by Bob Seawright on January 23, 2012
III. 2012 Outlook
Clearly, the so-called experts were pretty far off in their projections for 2011. Why wasn’t the consensus view accurate? In addition to the inherent optimism of Wall Street analysts (a big part of their job is to get investors to ...
Read More…
by Bob Seawright on January 18, 2012
I. Introduction
Even though the majority of analysts are once again proclaiming that all will be well in the financial markets and that investors should expect outstanding returns in 2012, I am (once again) unconvinced. Serious questions remain...
Read More…
by Joe Anzalone on January 09, 2012
Avoid Common Mistakes in Staffing and Hiring
Kate is a driven, successful financial advisor. She goes on three extravagant vacations a year- for free- because her carriers and marketing organizations reward her production handsomely. ...
Read More…
by Marketing on January 05, 2012
Written by Robert Pascual
Practice these habits and achieve big results!
How do some of the most successful financial professionals achieve higher levels of productivity and success? They share a number of similar habits and characteristics. ...
Read More…
by Joe Anzalone on December 14, 2011
Producers, IMO's, and carriers fight on as the skirmishes continue
Some of you may recall this piece I wrote in 2009 about the sort of tactics we've seen in the indexed annuity price war. In the last two years, the fight between consumer value and ...
Read More…
by Joe Anzalone on November 15, 2011
Several Changes, and Opportunities, Loom on the Horizon for the Annuity Producer
The only constant, they say, is change. This adage is especially true now. As today’s annuity producers leave the “lost decade” of 2000-2010 behind, with ...
Read More…
Page 1 of 12 1