2024 goals concept.Hand holding a wooden cube from the past to 2024 on stack of coins to set business cost target and budget plan new year concept.

Marketing Trends for 2024

Marketing and how we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For agents and advisors specifically, there are a few trends and tactics…

On The Move – December 12, 2023

December 14, 2023 – Effective Date of Change Aspida Fixed Indexed Annuity Synergy Choice Bonus 10 25,000+ Synergy Choice Bonus 10 100,000+ Synergy Choice Max 10 25,000+ Synergy Choice Max 10 100,000+ Synergy Choice Max 5 25,000+ Synergy Choice Max 5 100,000+ MYGA Athena IA MYGA Fidelity & Guaranty Life MYGA Global Atlantic Financial Group MYGA North American Company MYGA December…

Targeted grassroots marketing

Marketing Outside the Box

When you think of the different marketing/advertising methods at your disposal, what comes immediately to mind? Digital and print ads? Commercial spots with your local TV and radio stations? Social media? All of the above are effective ways of getting your brand out there to your target market, but they also exist in a very…

On The Move – December 5, 2023

December 7, 2023 Effective Date of Change MassMutual Ascend Life Insurance Company Fixed Indexed Annuity American Landmark 3 50,000+ American Landmark 3 150,000+ American Landmark 3 Non-MVA 50,000+ American Landmark 3 Non-MVA 150,000+ American Landmark 5 10,000+ American Landmark 5 100,000+ American Landmark 5 Non-MVA 10,000+ American Landmark 5 Non-MVA 100,000+ American Legend 7 10,000+ American Legend 7 100,000+ American Legend 7 Non-MVA 10,000+ American Legend…

Holiday Marketing Tips

Holiday Marketing Tips

The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will bombard consumers with holiday deals, sales, and offers. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Your holiday marketing campaign should be about showing appreciation, rather than sealing a deal. By…

On The Move – November 28, 2023

November 29, 2023 Effective Date of Change Americo (Legacy) Fixed Indexed Annuity ClassicMark 10 10,000+ ClassicMark 10 Plus 10,000+ LibertyMark Freedom 10 10,000+ LibertyMark Freedom 10 Plus 10,000+ LibertyMark Freedom 7 10,000+ Aspida Fixed Indexed Annuity Synergy Choice Max 10 25,000+ Synergy Choice Max 10 100,000+ Synergy Choice Max 5 25,000+ Synergy Choice Max 5 100,000+ WealthLock Accumulator 10 25,000+ WealthLock Accumulator 10 100,000+ WealthLock Accumulator…

On The Move – November 14, 2023

November 15, 2023 Effective Date of Change American Equity Investment Life Insurance Company MYGA AuguStar Fixed Indexed Annuity Orbiter 10 15,000+ Orbiter 10 150,000+ Orbiter 10 Premium Bonus 15,000+ Orbiter 10 Premium Bonus 150,000+ Orbiter 5 15,000+ Orbiter 5 150,000+ Orbiter 7 15,000+ Orbiter 7 150,000+ Orbiter 7 Premium Bonus 15,000+ Orbiter 7 Premium Bonus 150,000+ OrionShield 10 15,000+ OrionShield 10 150,000+ OrionShield 10 Premium Bonus 15,000+ OrionShield…

Sign on Constitution Avenue for the US Department of Labor HQ at the Frances Perkins Building in D.C.

Decoding the DOL’s New Fiduciary Rule

The Biden Administration announced last week the latest Department of Labor (DOL) amended fiduciary rule proposal that, if adopted, would dramatically impact the way independent advisors do business with any qualified money sales. The DOL’s 800-page “Retirement Security Rule” (available here) is allegedly designed to close loopholes in the current “Best Interest” regulations, including as…

On The Move – October 31, 2023

Trick or treat! Athene rates have increased!  They have also just announced a .50% bonus commission on FIA’s. We’ve attached fliers with all of the details on rate and commission hikes, but here are just a couple of samples: MYGA rates that will blow away the competition: Indexing options that are second to none: These…

On The Move – October 24, 2023

October 25, 2023 – Effective Date of Change Sagicor Life Insurance Company MYGA October 26, 2023 Effective Date of Change American Life Fixed Indexed Annuity American Fusion MYGIA 10,000+ MYGA Oceanview Life and Annuity Fixed Indexed Annuity Harbourview FIA 10 20,000+ Harbourview FIA 10 CA 20,000+ Harbourview FIA 3 20,000+ Harbourview FIA 3 CA 20,000+ Harbourview FIA 5 20,000+ Harbourview FIA 5…