Winning the World Series of Retirement!

Another long Major League Baseball season has come to a close.  The Kansas City Royals won the World Series for the first time in 30 years!  I was fascinated by just how well this team played without any real superstar players.  I got to thinking about how what they accomplished actually relates closely to what we do in our industry.  …

Are you using all the annuity resources Tarkenton Financial provides?

While the product support team is Tarkenton Financial’s best annuity resource, there are many others that Tarkenton offers to our agents free of charge. If you are not already using them, I highly recommend you start! I am going to take a few minutes to highlight our best annuity technology resources, so next time I talk to you about one …

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 …