Stop Selling and Start Making Client-Partners

I’ve found that most agents in the financial services industry are “compulsive presenters.” They believe if they beat prospects up with a bunch of information about how great index annuities are, the prospect will see the error of their ways and gladly place all their money into an annuity. Nothing could be further from the truth.

TrumpCare: Is This a Health Care Bill or a Tax Bill?

he long-awaited GOP legislative response to “Obamacare” has finally arrived. Originally on March 6, 2017, House Energy and Ways And Means Committees introduced the American Health Care Act (AHCA) as a replacement to the Affordable Care Act (“Obamacare”).

GOP Advances ‘American Health Care Act’ as ACA ‘Replacement’

Republican lawmakers unveiled their plan to replace the Affordable Care Act, Obamacare, Monday, finally making good on a seven year promise to provide an alternative. Enter The American Healthcare Act.

A Correction is a Beautiful Thing

A correction is a beautiful thing, simply the flip side of a rally, big or small. Theoretically, even technically I’m told, corrections adjust equity prices to their actual value or “support levels”. In reality, it’s much easier than that.

First Takes on U.S. Election Results and Impact on Financial Services Industry

Boston, November 9, 2016 – In the wake of last night’s U.S. election outcome, Aite Group analysts consider what the Trump presidency will likely mean for the financial services industry.

The Keys To Building Strong Relationships

We have all been taught that communication is fundamental for a strong, successful relationship. As simple as this concept may initially seem, relationships can quickly become tested due to differing expectations and communication styles

Considering Life Insurance Products for a Modern Economy

Baby Boomer nostalgia takes many forms: the ’57 Chevy Impala convertible my mother let me drive every now and then; the incredible smorgasbord of music that began to emerge in the mid-50’s; and for this 50-year veteran of the life insurance business – the TV show Father Knows Best (1954-1960) .

Glory Days

Does having the opportunity to reflect on a game winning shot, goal, homerun or touchdown make you more likely to succeed in your financial life?

Insurance Fraud, Cyber Wars & Online Sleuthing

Fraud rings are big business. Recently police in the United Kingdom managed to break an insurance fraud scam, but such crimes continue to go undetected and will only be addressed if the insurance industry dramatically improves its powers of discovery.

Why Aren’t You Targeting Foreign National Prospects?

Everyone in the life insurance business knows there are attractive opportunities in the Foreign Nationals market. But it isn’t just the size of this market, which continues to grow, that makes it so attractive… its prospects have what every advisors dreams about: need, urgency, and means.