Helping Our Clients Build A Stable Bridge To Retirement

By Shawn Moran Annuities are tools. I have often said that we do not sell annuities anymore than a carpenter sells a hammer. A carpenter sells the vision of a home that he will help to build … a place where his customers can grow old with the one they love, raise their children and one day play with their …

Time in vs. Timing

Update (8/22/18):  It has now been 3,453 days since the S&P 500 hit a low of 666 during the 2008 financial crisis.  This is now the longest bull run in history.  Let’s take a quick look at what happened after two other historically long bull runs. October 1990 – March 2000:  Climbed 417% before having three consecutive years of -9.1%, …

Online apps make your life easier and your clients happier!

Ever had an app returned because it wasn’t properly completed, costing you and your client time and money? Don’t lie, we’ve ALL been there. What if there was a way to make sure it never happens again? Too good to be true you say? Impossible? Better chance of the Jamaican bobsled team qualifying for the Winter Olympics (wait, that actually …

A worthy ministry and a powerful weekend

Friends, I have to share this photo from my weekend. Many of you know Tom Massebeau, and know what a great man he is. He’s not pictured here, but I spent last weekend with Tom, who is one of my great friends and business partners. Tom has been leading a prison ministry in Florida for the past 35 years, and …

Who’s on top in the second quarter?

Results are in for 2nd quarter annuity and life insurance sales. You can find the full detail here. I believe it is really important that you have a sense of the big picture, as you go about your work of working with individual clients. So, here are some observations: FIA sales were $12.253 billion in Q2 2015, just under $12.566 …