Feb 26, 2024

Dive into 'Selling Annuities Virtually' for all you need to know about online annuity sales. We'll touch on setting up your digital space, nailing virtual presentations, and keeping up with clients online. Perfect for anyone looking to boost their virtual sales skills.

Feb 19, 2024

Tune into 'Index Allocation in 2024' for a straightforward take on navigating index choices for your annuities. We'll cover why most indices tend to track closely together and the risks of new index strategies. Learn when the S&P 500 might be your best bet and how economic cycles influence the top-performing asset...

Feb 12, 2024

Join us for a deep dive into 'Legacy Planning With Annuities' on our latest episode. We start with a fundamental question: what's the purpose of your money, planning for life or planning for legacy? We explore strategies like passing wealth through life insurance while living off annuities, and the savvy move of...

Feb 5, 2024

Dive into our episode on 'Selling Annuities in a Rate Drop Environment' where we explore effective strategies for dealing with lower interest rates. We discuss how to build urgency without resorting to fear tactics and how to respond when clients want to wait for rates to rise. This episode is packed with...