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 …

Help your clients transform their retirement with life insurance

Over and over again we hear it: “Buy term and invest the difference.” Although that can be an effective strategy for some situations, it does not help the client avoid the concern of rising taxes or provide any kind of cash value or retirement benefits. However, there is a life insurance strategy that solves that issue for the client. As retirement income …

Do you need a Series 65?

As I prepare to move back into the retail space and begin working with clients again after 10 years in house with Tarkenton Financial, the realities of selling FIAs and life insurance in 2015 and beyond have become clear…I feel strongly that I need a securities license to effectively work with clients. In our ever increasing regulatory world, discussing rebalancing …