4 Easy Ways to Stay Connected With Your Clients This Summer
Summer is the perfect time to enjoy a well-deserved vacation. Although many summer vacations have morphed into staycations this year, most people are still taking time off to spend with their families. While people are taking a much-needed break from
The Proliferation of Social Media – And How to Manage Your Risks
Social media compliance: these three words can strike fear into the heart of any insurance agent in the financial industry. At its most basic, social media compliance simply means following the rules when using social media to engage with the
Is Your Client’s Income Guaranteed?
June is Annuity Awareness Month, making it the perfect time to educate your customers on annuities and their benefits. Here are some of the factors to be aware of when educating your clients and marketing annuities. Different Needs A key
Helping Clients Prepare for the Unexpected
Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your
How to Manage Retirement Finances During an Economic Upheaval
Retiring comfortably is a goal we all work towards. We save our salaries over years of hard work to finally settle down and enjoy all the wonder life has to offer. But what do you do when the economy sees
Staying Engaged During A Crisis
Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking