On The Move – March 19, 2024
March 22, 2024 – Effective Date of Change Athene IA MYGA Athene Annuity & Life Assurance Company of New York MYGA
Spring into Financial Literacy Month
For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better today. Inflation is still impacting consumers and the upcoming election could result in an unpredictable economic outlook. Now more than ever, people need accurate and trustworthy financial advice. This is where you come in. Most of you…
On The Move – March 12, 2024
March 13, 2024 – Effective Date of Change American Equity Investment Life Insurance Company MYGA March 14, 2024 – Effective Date of Change Royal Neighbors of America MYGA March 15, 2024 – Effective Date of Change AuguStar MYGA March 18, 2024 – Effective Date of Change Lincoln Financial Group Lincoln OptiBlend 10 10,000+ Lincoln OptiBlend 10 100,000+…
Three Ways to Leverage Your Website
A website is among the most valuable marketing tools an agent or advisor has at their disposal. As the “digital face” of your brand, it’s where consumers will form their first impression of your business and the potential value you can provide. The primary purpose of your website should be to help attract new clients…
On The Move – March 5, 2024
March 6, 2024 – Effective Date of Change Liberty Bankers Life MYGA March 7, 2024 – Effective Date of Change Ibexis Fixed Indexed Annuity FIA Plus 10 25,000+ FIA Plus 10 100,000+ FIA Plus 5 25,000+ FIA Plus 5 100,000+ FIA Plus 7 25,000+ FIA Plus 7 100,000+ Royal Neighbors of America MYGA
Tax Review Opportunities for your Clients and Prospects
Tax season is upon us. While it is unlikely you will be processing your client’s taxes, there are opportunities to be found within their tax return. Those tax returns tell a story. This snapshot of last year’s financial activity is a great resource that advisors can use to help write the next chapter: One that…
On The Move – February 27, 2024
February 28, 2024 – Effective Date of Change Sagicor Life Insurance Company MYGA March 1, 2024 – Effective Date of Change Oxford Life Insurance Company Fixed Indexed Annuity Royal Select 10,000+ Select 10 10,000+ Select 3 20,000+ Select 5 20,000+ Select 7 20,000+ Silver Select 10,000+ MYGA March 4, 2024 – Effective Date of Change Pacific Guardian Life MYGA March 7,…
Branding Your Business
Branding is one of the most important aspects of your business. Your brand is how people recognize, identify with, and perceive your company. In marketing terms, a brand is typically defined as a “concept that helps people identify a particular company, product, or individual.” A brand is more than a logo and slogan. These are…
On The Move – February 20, 2024
February 21, 2024 – Effective Date of Change American Equity Investment Life Insurance Company MYGA February 22, 2024 – Effective Date of Change Oceanview Life and Annuity Harbourview FIA 3 20,000+ Harbourview FIA 3 CA 20,000+ Harbourview FIA 5 20,000+ Harbourview FIA 5 CA 20,000+ Royal Neighbors of America MYGA February 23, 2024 – Effective Date of Change National…
Insure Your Love & The Power of Emotional Marketing
February kicks off the Insure Your Love life insurance marketing campaign. Put together annually by the non-profit organization Life Happens, Insure Your Love connects to sentiment surrounding Valentine’s Day to raise awareness about the value of life insurance products. Each year brings a new approach to the Insure Your Love campaign. Over the years we’ve seen everything from a tear-jerking father/daughter…
