The Real Cost of Leads

There are many options to get leads and grow your business. This is a blog about paid leads. Let’s be clear, organic marketing is part of building a healthy brand and generating great leads for your business. Using a paid

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Climbing the MYGA Ladder

Whether annuities are your primary product or a complementary portfolio solution, Multi-Year Guaranteed Annuities (MYGAs) are emerging as a valuable piece to consider in a retirement strategy. If you’re looking for creative ways to maximize MYGAs, consider a laddering structure. 

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Don’t Gamble with the Golden Years

Tips for market volatility impacting clients at or near retirement Due to the unpredictability of the stock and bond markets, it’s quite possible that a traditional asset allocation strategy may not protect clients from declining asset values and could potentially

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7 Facts for Funding College with IUL

IUL for funding college? If you have a client in the market for life insurance, they may be surprised that it may help them save for a child’s — or grandchild’s — college education. Obviously, life insurance is first and foremost purchased

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The XX Factor: 7 Tips to Future-Proof Your Practice

More women than men associate negative emotions with financial planning and say they are less confident about managing money according to one study. Shift this trend by taking steps to better engage female clients and build a relationship based on trust

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