1st Quarter Sales Results: How Well Do You Know Our Business?

While you primarily focus on getting in front of prospects and refining your system to help them with their retirement plans, it is always good to keep an eye on the big picture. Remember, the FIA market grew almost 25% in 2014, so the products we represent are becoming more popular with the general public. They offer guarantees, stability and …

The Power of Indexed Universal Life Insurance

I recently helped one of my clients make his daughter a “millionaire”…and she was just born in February of this year! It may be something you want to consider, so let me share how he did it. David and Wendy are in their early 30’s and their daughter Millie was born the day after Valentine’s Day, just a couple months …

Business is about helping people – here’s an opportunity to help

My Dad is nowhere close to retiring. He loves our work too much. But when and if he ever slows down, I hope and know his “life lessons” will be a legacy to our company. When you think of the Green Bay Packers, you think of Lombardi. When you think of Tarkenton Financial, I hope Fran’s life lessons continue to …

How Can You Generate A New Sale Without Meeting A New Client?

I spend my days on the phone with agents just like you. One of the most common complaints I hear is how hard it is to get in front of new prospects.  Of course, this dilemma is incredibly important to solve, and I don’t suggest for one second that you stop thinking about that. After all, this business is a …

How Changes at Security Benefit Impact You and Our Industry

As you may have heard, Security Benefit (one of the three largest carriers in the industry) recently announced a suspension of sales on one of their top FIA products, the Secure Income Annuity. In the wake of frequent rate changes from many carriers, this sudden announcement raises many questions and concerns for producers and consumers. •    Will other carriers follow …