On The Move – May 28, 2024

May 30, 2024 – Effective Date of Change Americo (Legacy) Fixed Indexed Annuity ClassicMark 10 10,000+ ClassicMark 10 Plus 10,000+ The Standard June 01, 2024 – Effective Date of Change AuguStar MYGA June 01, 2024 – Effective Date of Change CL Life MYGA

On The Move – May 21, 2024

May 22, 2024 – Effective Date of Change National Life Group MYGA May 23, 2024 – Effective Date of Change 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 CA 20,000+ Harbourview FIA 7 20,000+ Harbourview FIA 7 CA 20,000+

Two businessmen giving a handshake in the office

Underutilized Sales Opportunities

As a producer, you know that seizing every sales opportunity is crucial for growth and success. Yet, even the most diligent among us can miss valuable prospects hidden in plain sight. While traditional methods of client acquisition are essential, there are often overlooked avenues that can significantly enhance your client base and revenue streams. Keep…

On The Move – May 14, 2024

May 15, 2024 – Effective Date of Change AuguStar OrionShield 10 Premium Bonus 15,000+ OrionShield 10 Premium Bonus 150,000+ OrionShield 7 Premium Bonus 15,000+ OrionShield 7 Premium Bonus 150,000+ MYGA Integrity Life Insurance Company Integrity Indextra 5 15,000+ Integrity Indextra 5 – Two 15,000+ Integrity IndextraTM 10 15,000+ Integrity IndextraTM 10 – Two 15,000+ Integrity IndextraTM 7 15,000+ May 16, 2024 – Effective Date of Change Lincoln…

Rearview shot of a couple sitting in a meeting with their financial advisor, who is good at client communication.

Mastering Client Communication

Client communication is vital to a successful business Effective client communication lies at the heart of successful financial advisory relationships. As a financial advisor, your ability to build trust, maintain regular contact, and convey complex financial concepts in a clear and understandable manner is crucial. Here are some proven tips and best practices to elevate…

On The Move – May 7, 2024

May 8, 2024 – Effective Date of Change SILAC Fixed Indexed Annuity Denali 10 10,000+ Denali 10 (AK, CA, MN, MT, OH, OR, PA, UT, WA) 10,000+ Denali 10 (CO, DE, ID, IN, MA, MD, MO, NV, SC, TX) 10,000+ Denali 14 10,000+ Denali 14 (CA, IN) 10,000+ Denali 14 (CO) 10,000+ Denali 7 10,000+ Denali 7 (AK, CA, MN, MT, OH,…

On The Move – April 30, 2024

May 1, 2024 – Effective Date of Change AuguStar OrionShield 10 15,000+ OrionShield 10 150,000+ OrionShield 10 Premium Bonus 15,000+ OrionShield 10 Premium Bonus 150,000+ OrionShield 5 15,000+ OrionShield 5 150,000+ OrionShield 7 15,000+ OrionShield 7 150,000+ OrionShield 7 Premium Bonus 15,000+ OrionShield 7 Premium Bonus 150,000+ MYGA Delaware Life Fixed Indexed Annuity Growth Pathway 5 10,000+ Growth Pathway 5 25,000+ Growth Pathway 5 100,000+ Growth Pathway 7 10,000+…