Medicare Doesn’t Cover It All

Clients must understand that Medicare does not cover long-term care and does not eliminate the need to set aside funds to pay medical bills.

February 2018 |  Read Article

What Really Works in Selling to Millennials

To achieve success in the millennial market, be flexible, use social media to share relevant information and create a unique client experience.

January 2018 |  Read Article

The Second Generation Opens the Door to the First

The key to success in the Hispanic market is to “prospect into the family” through your second-generation clients.

December 2017 |  Read Article

What Separates Top Producers From the Rest of the Pack

There are traits that all top producers have in common.

November 2017 |  Read Article

Be Aggressive When Pre-underwriting Your Client

Don’t take underwriting for granted. Clients don’t like surprises and neither should you.

October 2017 |  Read Article

The Business Case for Having a Culturally Diverse Workforce

The ability to reach new markets is a major reason many companies are trying to attract and retain culturally diverse advisors.

September 2017 |  Read Article

All Good Prospects Have These Nine Things in Common

What to look for as you build your prospect pipeline.

August 2017 |  Read Article

States Should Not Be Competing With Retirement-Plan Advisors

Advisors already offer a wide range of products to help Americans prepare for a financially secure retirement.

July 2017 |  Read Article

Finding Success by Serving Main Street America

Start by going above and beyond what is expected, acting as a resource, and playing an active role in the community.

June 2017 |  Read Article

You’re Only as Good as Your Team

A team that helps you support your clients’ needs during and after a sale is the magic ingredient for more sales, more generational business, more referrals, and nearly perfect client retention.

May 2017 |  Read Article