Below you'll find a list of all posts that have been categorized as “Sales Ideas”
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 that may arise in a …
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 to build a comprehensive financial …
We are all familiar with the concept of ‘sequence of returns’ risk: the idea that the sequence in which the investor experiences returns in the early years of retirement is crucial to whether the investor will have enough money to last the rest of his or her life. We know that positive returns during the early years of retirement will …
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 value of fixed indexed annuities …
In previous blogs, I’ve talked about the power of not losing money during down markets. We’ve all heard it a thousand times before, with fixed indexed annuities, “zero is your hero.” Well, what if I told you we could do even better? We all also know about the hedging concept, where you place a small amount of your portfolio in …
