Practice Management
Why Fixed Index Annuities Belong in Every Advisor’s Toolkit
The United States is currently in the midst of one of the most significant demographic shifts in our history. Sometimes referred to as Peak 651, this shift began in 2011 when the first baby boomers turned 65 years old and will continue through 2030. More than 4.1 million Americans will turn 65 annually through 2027,…
Read MoreThe One Big Beautiful Bill Act – how might it affect your clients’ retirement?
On July 4, President Donald Trump signed H.R. 1, the One Big Beautiful Bill Act (OBBBA), into law. The legislation extends and makes permanent many of the provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 that were scheduled to expire at the end of this year while also addressing other tax priorities…
Read More7 Hall of Fame Financial Advisor Success Principles
Legendary Hall of Fame quarterback Fran Tarkenton has identified 7 principles of success during his extensive athletic and entrepreneurial career. These financial advisor success principles can help your independent practice thrive! Since retiring from the NFL in 1978, Pro Football Hall of Famer Fran Tarkenton has founded a number of different successful businesses. One of…
Read MoreYour Annuity Marketing Roadmap for 2025
As 2024 winds to a close, now is a good time to start planning your firm’s annuity and life insurance marketing strategies for 2025. Here is a roadmap to better marketing in the new year and beyond: Plan a regular rhythm of marketing seminars and workshops. In-person workshops are the lifeblood of a successful practice’s…
Read MoreControl What You Can Control
Dear Friends, Last month, I had the opportunity to volunteer at a football camp for high school kids, hosted by NFL coach (and my former Princeton teammate) Jason Garrett. Surrounded by current and past NFL and college players and coaches, and NFL Commissioner Roger Goodell, Coach Garrett inspired the kids to: Control What You Can…
Read MoreThe Retirement Hierarchy of Needs, Part 2
This blog post is the second of a series on what we at Tarkenton Financial call the “Retirement Hierarchy of Needs.” The Retirement Hierarchy of Needs is a philosophy of how to build a comprehensive financial plan for a client. The idea is to make sure to cover all of the needs, wants, and risks…
Read MoreThe Retirement Hierarchy of Needs, Part 1
I know this is cliche, but I’ve got to say it: This is a long post but it is well worth a read. This blog marks the start of a four part series on what we at Tarkenton Financial call the Retirement Hierarchy of Needs. The Retirement Hierarchy of Needs is a philosophy on how…
Read MoreThe Power of Planning – Introducing the Tarkenton Financial Marketing Calendar Builder
“If you fail to plan you are planning to fail.” -Benjamin Franklin Let’s talk about planning. Business planning specifically. No matter how you define the success of your practice (i.e. revenue, client satisfaction, assets under management, etc.), one truth remains, you can only determine if you are winning or losing in a given year…
Read MorePositioning Annuities in the Midst of a Volatile Stock Market
These past few months in the markets have been a roller-coaster ride, with volatility spiking and many investors feeling like they have experienced financial whiplash. With emotions running high for investors who have received some pretty discouraging December brokerage statements, we as financial advisors need to determine how we can effectively communicate to them the…
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