Category Archives: Bersonal Posts

  The changes in the underwriting world continue, as there is now a solution for HIV positive clients from Symetra Financial. Even better: Symetra has clear “rules of engagement” for underwriting these clients, making it easy to determine if there is a “fit” for that case … Continue reading →

How Does Kai-Zen Work? The Kai-Zen Executive Benefit Plan is partially funded by the employer/executive and partially funded by bank financing. The financing provides approximately 60-75% of the total contribution to the plan thus reducing your cost while increasing benefits … Continue reading →

The DOL fiduciary rule promises to shake up the variable annuity industry Feb 21, 2016 @ 12:01 am By Greg Iacurci If the Labor Department has its way, say goodbye to the variable annuity industry as we know it. The … Continue reading →

I started swimming laps for exercise in my 20’s when I met a man named Lou Stein. At the time, Lou was in his 60’s and was one of the top rated 60+ tennis players in the United States. Lou … Continue reading →

We have all seen this phenomenon in businesses all around the world. There is often an implicit pressure to be the first ones in to the office, to work the longest days, and to claim we need very little sleep. Yet the … Continue reading →

One of our best carriers over the years has been Lincoln Financial. This information and the tools attached have been one of the most effective tools used by our top reps. Take a look. More than 8 in 10 clients … Continue reading →

Another guest article from the Master of Sports and Finance  Brian Gilder. Brian has made a career of teaching reps how to make finances simple. Brian uses his vast knowledge of sports and finance to make  learning easy and finances fun. … Continue reading →

People usually have at least two reasons for accepting or rejecting your proposals: one that’s meant to sound good to you, and another that they keep to themselves. If you want to uncover that hidden reason, politely ask: “In addition … Continue reading →

One of my favorite guys in this business is Lew Nason. I have posted his articles in the past and once again I think he has hit the nail on the head with this one…would love to hear your feedback. … Continue reading →

When talking to my most successful advisors one theme is clear- the common denominator of any success story is the elimination of the single meeting sale. There are a whole list of reasons why a multi-step, no pressure close is … Continue reading →