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4 Ways to Reform Your Referral Strategy
July 10, 2017

4 Ways to Reform Your Referral Strategy

Our business consists of building client relationships. Marketing is simply a means of meeting more people so we can build more relationships. Obviously, referrals are by far the best means of cultivating new clients. Yet most advisors do a poor job of getting referrals. Learn four steps to pre...

Are You Tired of Hiding What You Do?
May 23, 2017

Are You Tired of Hiding What You Do?

Let me ask you that question in a different way: When is the last time a prospect rolled over their Social Security accounts to one of your products? That’s what I thought, NEVER!

Why Do Index Annuities Need Volatility Controlled Strategies?
May 18, 2017

Why Do Index Annuities Need Volatility Controlled Strategies?

The simple answer is: They Don’t! Index annuities, by design, are volatility controlled. The worst indexed interest rate a consumer can receive is ZERO. By its’ very nature, a Fixed Index Annuity is designed so a consumer won’t lose money when the market index that their interest rate is l...

Are Your Client\
May 11, 2017

Are Your Client's Needs Hypothetical?

I recently googled the word "Hypothetical" to clearly define in my own mind what this currently popular term for describing past Fixed Index Annuity performance really means.

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