Solving The Annuity Puzzle
We’re sharing guidance from the Athene commissioned “Solving the annuity puzzle: A Behavioral Analysis” to uncover hidden client biases. With these biases revealed, you can reshape the annuity conversation toward confident and informed decisions. The Annuity Puzzle An annuity grants
How to Become a Thought Leader in Your Industry
Becoming a thought leader for your industry can transform your brand because it positions your company as an industry leader, opens the door for new possibilities, and builds trust with your community. These 6 tips will get you started to
The Importance of a Strong Call To Action
The importance of a strong call to action (CTA) is more than just a few words thrown together on a social media post or an email, it’s about connecting your reader with the next step of action. This guide will
Social Media 101: How to Make the Most out of Your Social Pages
Every day, more businesses are making social media a core part of their marketing strategy, and financial advisors and agents should be no exception. More than a billion people are currently active on Facebook and there has never been an
3 Advantages of Connecting With Your Clients During Tax Season
It’s that time of year again where everyone turns their attention towards tax season. As a financial professional helping families navigate retirement, it is important to provide value during this time of year and make sure your clients understand the
The SECURE Act: 3 Key Provisions Impacting Financial Professionals
A few months ago, we published a blog about pending legislation called the SECURE Act of 2019 which had several provisions impacting retirement planning. Now that the Act has officially passed, we thought it would be beneficial to revisit a