Will You Get Smarter This Week?

Only you can answer that question! We had a great call on Friday, where we gave you 5 tips for getting started in this business. You can watch a recording here, but these are some highlights…and a bonus! Read this Annuity Educational Resources flier (with links to articles, webinars and other resources on the basics of our industry); To understand the bigger …

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 …

Focusing on the Big Picture with Annuities

Imagine going shopping for a new car. The car you own is worn out and tired, and you are tired of it. It long ago lost that new car smell. You are excited about the possibilities of what you might drive next, and so, armed with lots of information that you have read online about the car that you would …

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 …