Blog
3 Follow-Up Tips for Client Engagement
Ensure you stand out and remain top of mind with your clients and prospects by creating a differentiated service offering. We all know that the key to attracting and retaining clients is in the service that we deliver and the relationships that we have. Sometimes it is simply just better follow-up. Use these 3 tips […]
For Financial Advisors, it’s the Dawn of Professional Collaboration
As we inch our way to the other side of this pandemic, we see a big change in the way clients view their advisory relationships. Having experienced the roller coaster ride of their lives in the last year, many are beginning to question the value of financial advice that isn’t tied to their larger financial […]
“Lazy” money- Let’s get it up and moving!
Many of your clients have “lazy money’ sitting in old non-qualified annuities. They probably bought them years ago when the nice bank teller told them about tax deferred growth etc. for their CD’s. Not to be rude, but that money is just plain LAZY. It’s never going to give back more than what’s in it. […]
Long-Term Care Insurance Solutions
If we asked you, “Should long-term care planning and retirement asset protection be key components of a client’s financial plan?” – the answer will be yes. And for good reason. At least 70% of those over age 65 will need some type of long-term care services during their lifetime. Yet, the number of consumers who […]
5 Reasons Why You Need to be Talking About DI
One of the most important conversations you can have with your clients is about individual disability income insurance. It helps protect their income, or their business, if they become too sick or injured to work. 1. Savings, retirement planning, personal investments, and business ownership can all be at risk if income stops Monthly expenses and […]
The Supreme Court Did What to Beneficiaries?
As they say, “The devil is in the details.” If this true, then we need to look no further than a life insurance policy to find the evidence. This is why it’s worth understanding a decision by the U.S. Supreme Court back on June 11, 2018. It confirmed a Minnesota statute that retroactively annulled a […]