May 28, 2024
Explore strategies for selling annuities by focusing on worst-case scenarios in this insightful episode. We discuss how addressing potential negative outcomes can reassure clients and solidify their decision-making. Learn to present annuities as a safeguard against financial uncertainty, highlighting features...
May 20, 2024
Explore the powerful link between personal well-being and professional success in this episode focused on the mantra 'Healthy Body, Healthy Mind, Healthy Soul = Healthy Business.' We delve into how maintaining your physical health, nurturing mental wellness, and fostering spiritual balance can significantly boost...
May 13, 2024
Dive into the details of interest crediting index strategies in this episode, where we unpack the various methods used in fixed and indexed annuities. Learn about the impact each strategy has on annuity growth, explore the benefits and factors to consider with different indices, and understand how they fit into the...
May 6, 2024
Explore the upcoming DOL Rule effective September 23, 2024, and its implications for financial advisors. Understand the expanded definition of a fiduciary, the responsibilities for providing honest, best-interest advice, and the exemptions for insurance intermediaries like IMOs, FMOs, and BGAs. We'll guide you...