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I love sharing success stories!

Why? Because behind every success story, there are stories of failure. We all experience moments of failure in our profession as financial advisors, and there is no greater joy for me than helping OTHERS overcome their challenges to become top producers. The Rise to the Top Sales Symposium is all…

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How To Cold Call To Grow Your Book of Business

When people ask me what it’s like to be a financial advisor, I tell them that I’m always on, i.e., selling. If you don’t like selling things, then you should seriously reconsider this as a profession. Most of the time, your company will not be funneling you leads, and it’s…

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4 Year End Sales Strategies Advisors Can Implement Now

My favorite adage is that “business doesn’t slow down during the holidays, you do.” Many advisors submit to the limiting self-belief that their business has to stall in the holidays.If you think in abundance, then there will be abundance, simple as that. Year-end production starts with the right mindset. Once you have…

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Financial Wellness at Work: A Growing Opportunity

Some interesting developments are taking shape in the employee benefits market. For the past 15 years, MetLIfe has studied employee benefit trends. This year, the survey found that employees rate life insurance an essential employee benefit, ranking seventh out of 17. Employer’s interest in the financial security of employees is…

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May 18th Self-Directed Power Lunch Recap

Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Thursday, May 18 2017 co-host Peter Holmes CLU, ChFC, RHU, REBC, CASL (Life Insurance Consultant at The Guardian Life Insurance Company of America) did a superb job addressing questions posed and shared a…

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Advisors: The Four-Part Formula for Financial Confidence

As financial professionals, we are more successful in helping clients reach their financial goals when we understand the motivations and rationale behind their decision making. A national study, From Concerned to Confident by Guardian Life identified links to and behaviors of overall life satisfaction and financial confidence. The research revealed…

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Missed Opportunities: Addressing Long-Term Care Insurance Needs

The irony of long-term care insurance is that most people (consumers, employers, and advisors) believe that a plan for long-term care is essential to retirement readiness. Yet, in practice, no one wants to talk about it. Consumers wish the advisor would bring up the subject, but won’t bring it up…

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Annuities: The Answer to Longevity Risk

How much can one spend in retirement without exhausting retirement assets? How long will the assets be needed? The uncertainty of life span complicates the distribution phase of retirement planning. The major risks of retirement are longevity risk and market volatility risk. A balanced portfolio should address both. Investment strategies…

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Insurance Marketing: 3 Ways to Reach Your VIVA 2017 Goals

The Brokers Central VIVA 2017 incentive is your ticket to any U.S. destination of your choice when 2017 qualifying target premium reaches $135,000. Your award trip includes two airline tickets, hotel accommodations, meals for two, and a car rental for five days. For $195,000 in qualified target premium, we’ll extend…

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How to Leverage February’s “Insure Your Love” Campaign

How often does the entire life insurance industry get behind a common marketing effort and freely share campaign ideas and collateral? Just twice a year, and NOW is one of those times. The Life Happens non-profit organization, along with carriers and other industry organizations, develops and shares two life insurance…

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