A lot of money—trillions, in fact—will be inherited over the next 30-40 years. Help clients receiving that windfall to spread their risk with defensive-minded solutions.

Use the issue of healthcare rather than just its products to drive downstream opportunities.

Surprise… clients may actually want to know how the watch is built rather than just what time it is.

If you’re not offering fixed annuities then you are walking away from opportunities to build relationships, help clients.

Ben Newman is one of our favorite people, professional or otherwise. He’s an accomplished author and nationally-known performance coach for professional athletes, CEOs and, yes, Redbird Advisors. With a new year underway we thought a little motivation might be in order.

Fixed annuities have historically been a safe place to put money for retirement. There’s a good reason for that and it will help agents be more effective when talking with clients.