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.
Recent consumer research by LIMRA further defines the glaring need (and opportunity for agents) for Indexed Universal Life being a part of clients’ retirement portfolios.
What better source than our agents to push us to get under the hood of fixed annuities? There are some great questions (and even better answers) in this must-read about an exploding market opportunity and the details that many don’t know or understand.
The ghosts of October past are lurking in the shadows. You should be talking to clients about lowering their risk and not being complacent.
Ray Smith is a sniper when it comes to networking in business groups. His favorite is BNI and he has some great ideas on how to be successful generating leads and referrals.