Income & Retirement Planning to Combat the ‘Stealth Tax’
Seeking the right advice for retirement planning throughout one’s working years is key to building a balanced portfolio. In fact, those savings years is referred to as the “accumulation phase,” in an overview on retirement into Forbes magazine. But even the best planning, savings and advice may not protect the retirement portfolio from ‘inflation,’ which […]
Reaching Annuity Clients Without Jargon
Annuity Seller Tips! Are you reaching for annuity clients with the industry jargon? The concept of an annuity is based on very human values like planning for retirement and passive income you can rely on, but all too often when it comes to financial matters, people have a terrible time seeing through the jargon and details. Insurance […]
Marketing & Branding the Insurance Agency: You’re a Small Business Owner!
We may not always think of representatives who sell annuities for insurance companies as small business owners. However, at a minimum, being an agent for a company makes you a contractor. You will only earn enough to live on if you’re aggressively setting and achieving personal sales goals. That being said, you must focus heavily on […]