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 …

You Don’t Have to Always Have the Answer!

Recently, I’ve started to get back in the field – hosting two seminars last week on Retirement Readiness. As my Dad often reminds us, there is no substitute for having “your hands in the soil.”  Here is a take-away lesson I want to provide to each of you! While you may be independent, you are NOT ALONE!  Or in the …

How Much Income Will Your 401k Provide?

“What’s Your Number?”  Remember that ad campaign from ING (now Voya Financial)?  Each person had an orange number following them around, presumably representing how much money they need to retire. One person might have $1 million; another might have $2.5 million; and another might only need $500,000. More recently, Voya has come around to recognize income is the most important number …