Author: N C
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Annuity Market Better Than Expected in Pandemic
2020 and pandemic market volatility have made predictions tough for many insurers. Surprisingly, the annuity market fared better than expected in the pandemic. We mentioned that back in June of […]
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Spring Cleaning Your Practice for Efficiency and Profit
Spring cleaning your practice for efficiency and profit should be on your annual to-do list. We’re not talking about getting out the mop and broom (although a clean workspace can […]
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Attracting Gen Z Financial Planning Clients
Attracting Gen Z financial planning clients is important to grow your practice. We’ve told you before not to ignore Millenials and Gen Z clients. So, how can you attract younger […]
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Secure Act 2.0: Catch-Up IRA Contributions to Roth Only
Catch-up IRA contributions could be limited to Roth accounts if the Secure Act 2.0, legislation passes. Advisors are concerned that this is part of a legislative trend toward Rothification which […]
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Sales Motivation Beyond Commission
Consider Sales Motivation Beyond Commission You want to grow your practice and you want your brokers to be successful. Obviously commission is a huge motivator and we couldn’t agree more. […]
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Change One Word in Your Pitch to Sell More Annuities
We’ve talked about the stability of annuities before. What if you could change one word in your pitch to sell more annuities? According to Harry Stout, it’s a matter of […]
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Gates Divorce and Lessons for Financial Advisors
What lessons can the Gates divorce teach financial advisors? According to Investment News, Bill and Melinda Gateses divorce is the largest division of assets by a couple- ever. “…clocking in […]
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Don’t Ignore Millennial and Gen Z Clients
Don’t ignore Millennial and Gen Z client markets, according to Financial Advisor Magazine, “Surface-level commentary obscures the important differences—and similarities—between generations. And the risks of getting millennials and Gen […]