Figure out your most productive time, and use it Advisers who want to get more out of their days need to identify when in the day they are operating at top efficiency, and organize all their tasks around that time, says Tony Holman, a training consultant. Other advice for better…
Life Insurance Awareness Month pays off for clients, advisers Life Insurance Awareness Month, which reaches its 10th year next month, is a good time to discuss life insurance and other ways to protect clients, says Brock Jolly of Capitol Financial Advisors. “It’s a good time to focus on our goals…
Report: 29% of clients withhold financial information from advisers A Securian Financial Group survey found that 29% of respondents said they hold back some financial information from their advisers. Among those respondents, more than half described the information withheld as too personal, 45% said it was irrelevant and 20% said…
How to speak your clients’ language Financial advisers should avoid industry jargon when speaking with clients, and instead adopt the language associated with their clients’ professional backgrounds, said Keith Johnson of Curian Capital. Johnson also encourages advisers to include both partners in the discussion when meeting with couples, and to…
Commentary: Now is a perfect time to sell cash-value life insurance With interest rates likely headed up, cash-value life insurance policies will likely perform up to their initial projections, agent Van Mueller writes. That’s in addition to the traditional benefits of cash-value policies, such as tax-free death benefits, and the…
Former “Simpsons” exec had estate-planning near-miss Sam Simon, a co-creator and former executive producer of “The Simpsons,” was being treated for terminal colon cancer when he realized his fortune risked becoming tangled in legal red tape if he died. He had only a will in place, meaning much of his…
How to deal with production issues Insurance agents should pay more attention to the benefits they offer clients and focus less on commissions, writes Joe Jordan. “All chronic production issues are behavioral,” he writes. Jordan recommends that agents use a “Daily Contact Commitment” to set a minimum number of phone…
Tips for advisers to get themselves quoted Advisers who want to be a go-to source for media stories on financial matters need to learn to speak in short sentences, use concrete language and cultivate a point of view, say experts. “[M]ake sure that your news releases, press request replies and…
Commentary: Financial advisers should recommend life insurance Not only is life insurance a good product for clients because it can reduce risks in portfolios and protect assets, but it’s helpful for financial advisers’ business, too, writes Kevin Kimbrough of Saybrus Partners. Financial advisers who offer life insurance products can strengthen…
Commentary: Life insurance can be a strong estate-planning tool Using money from qualified retirement accounts to buy a life insurance policy can create a tax-free death benefit for heirs, write Adam Sherman and Timothy Hall. The strategy can help make the most of retirement savings because the client withdraws only…
Main office
BROOKLYN OFFICE
Copyright © 2023 BrokersCentral. All Rights Reserved.
