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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.…

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…

“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…

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…

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…

On our webinar last Friday, we showed you a powerful sales idea for indexed universal life insurance that you may not have ever seen before. In case you missed it, or want some more details, be sure to watch the full webinar replay by clicking here. Here’s a quick recap of this innovative sales idea…

I often say that my success is a result of good habits I’ve developed over the years, both in football and in business. Bad habits have led me down the wrong roads, and sometimes to bad decisions. As a quarterback during my NFL career, I needed to establish a regular routine for preparing for a…

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. …

People ask me all the time “what is it that makes Tarkenton Financial different from others in this industry?”  I usually touch on all the different marketing programs that we have, our proprietary software, our experience, etc. But what it really comes down to is our team.  We are committed to being the best we…