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How Retirement Planning Is Like a Round of Golf

How Retirement Planning Is Like a Round of Golf

Aug. 13 |   Planning for retirement is like playing a round of golf. The three stages of planning for retirement line up with the three strokes used in golf; teeing-off, chipping and putting. The ball represents the assets of your client and retirement is...

Increase sales TODAY by accessing the business, premium finance, and foreign national markets with Lincoln IUL

Increase sales TODAY by accessing the business, premium finance, and foreign national markets with Lincoln IUL

Jun. 11 | Lincoln ONEmeetingSM Replay this month’s topic: Access the business, premium finance, and foreign national markets with Lincoln...

S.O.L.A.R. with Voya’s New Index Credit Multiplier

S.O.L.A.R. with Voya’s New Index Credit Multiplier

Jun. 11 | View as web page | Forward Monday, June 11 | 1PM Central S.O.L.A.R. with Voya’s New Index Credit Multiplier This week you’ll learn: • Overview of the new Index Credit Multiplier • Impact of Multiplier on S.O.L.A.R....

AIG American Pathway® Fixed 5 and Fixed 7 annuities Product updates

AIG American Pathway® Fixed 5 and Fixed 7 annuities Product updates

Jun. 6 | REPLACE American Pathway® Fixed 5 and Fixed 7 annuities Product updates 06/25/18 Effective Monday, June 25, 2018, the American Pathway Fixed 5 and American Pathway Fixed 7 annuities will be updated with the following...

How Artificial Intelligence Affects Insurance by Diana Greenberg on June 7

How Artificial Intelligence Affects Insurance by Diana Greenberg on June 7

May. 25 | Diana Greenberg is President & CEO of Total Financial. As a CSUN graduate with a business major, she started in the insurance business in 1985 under the tutelage of her parents, Marty and Lisa Greenberg, the founders of Total Financial, which was...

How To Use Life Insurance To Pay Your Student Loans

How To Use Life Insurance To Pay Your Student Loans

Apr. 18 | Shutterstock I’ve never thought of life insurance as something relevant to my current financial position. As a student accruing loans and not able to save much, life insurance is one of the last things I think about. I know the basics of life...

Using Life Insurance For Retirement Purposes

Using Life Insurance For Retirement Purposes

Apr. 17 | When people hear the words “life insurance,” they immediately turn away from even discussing the matter. But what they may not understand is that it’s an asset — there to provide a stream of cash to help fund retirement tax-free...

How to Get Life Prospects to Think About Product Value

How to Get Life Prospects to Think About Product Value

Mar. 28 | “Just get me $2 million of term at the lowest price,” says the client. “That’s what I need.” Advisors have heard these words time and time again. It’s the classic life insurance transactional sale in which nothing matters other than price. Asking...

Offer clients more out of life

Offer clients more out of life

Jan. 30 | 877.778.3500, option 1 When a client needs affordable lifetime coverage, you probably think GUL. But what if you offered a solution with similar guarantees, and even more cash value? Enter Protective®...

5 Questions to Boost Your 2018 Life Insurance Sales – How to sell smarter!

5 Questions to Boost Your 2018 Life Insurance Sales – How to sell smarter!

Jan. 11 | We’re all familiar with the formula for success in a new year. We’ve heard the same words every year. They go something like this: Make more calls, talk to more prospects, prepare better proposals, and work harder than ever. While every advisor...