I’ve Found the Secret!

Welcome to the 2nd half of 2015! Whenever I hit the end of a month, quarter or year, I often look at how I or we did and what we can do better or to improve. Further, I am in the unique position to work with hundreds of financial professionals. I also watch and learn…

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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…

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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…

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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…

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Forget Big Goals, Focus on Small Wins

As we hit mid-February, you may be disappointed that you’ve already given up on those resolutions or fallen behind on those goals. Don’t despair! I want to offer you some advice on how to get back on track. In his very compelling weekly blog, Eric Barker cites several studies which show how small accomplishments can…

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How to Sell in a Low Interest Rate Environment

On last Friday’s webinar, we had a great turnout to hear Denny Southern talk about how to sell fixed index annuities (FIAs) in a low interest rate environment. Denny touched on the history of the 10-year treasury, which drives FIA pricing and is at an all-time low (around 1.75%).  While we don’t know if interest…

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Is Good Better than Perfect?

I have been thinking and talking a lot lately about how to build marketing plans.  So let me share a little secret with you all: The perfect marketing plan does NOT exist! Example 1:  A particular agent (I have talked to several this week who fit this description) wants to get in front of prospects. …

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