Category Archives: Bersonal Posts

On Line Marketing Tip

Pretend you’re a customer and do some searches on Google. See where you’re showing up, and if you’re showing up. If you’re showing up, what’s there? If you are not, why not? Doing this is easy and there may be … Continue reading

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Policy Analysis and Review (PAR)

It amazes me how many years go by before the average client gets an annual review.  Sometimes, it’s many years, and that’s not good for anyone. While you may think that clients don’t want to see you for a full … Continue reading

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No is Short for “Next Opportunity”

Read a great book on the plane last week. Martin Limbeck is a sales trainer and author of “No Is Short For Next Opportunity.” His ideas reminded me of what I learned from one of my mentors. The most powerful … Continue reading

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Keys to a Successful Business Plan

I am one of the lucky ones in our business. ISN Network was a thriving entity when I took it over in 1999. Through the years there have been a lot of ups and downs- a bit of a roller … Continue reading

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Is it Time to Give Up?

Some people give up too easily. They hit even a small road bump, and they just don’t go on. Yet others keep trying too hard and too long, way beyond the time when quitting makes more sense. When it comes … Continue reading

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Your Biggest Fear?

Studies show that public speaking is #1 on the list of fears of the average person. If this is true for you, it’s time to confront your fear of speaking and make this critical skill a valuable part of who you … Continue reading

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Updated AG 49 Information

“More realistic” guidelines for the illustrations insurers, agents and brokers can use in marketing indexed universal life insurance (IUL) products go into effect September 1st, 2015. Existing regulations allow companies to determine the maximum illustrated rate of return for IUL … Continue reading

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I Am Sorry

 We are going to make mistakes when dealing with and serving our clients. Who among us has not made a mistake? A mistake, especially with an important person like a client, requires an apology. In our world when we have to … Continue reading

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Breaking News- Annuities Are Good For Retirement Planning

Is it troubling when you read financial magazines or the Wall Street Journal and all the pundits are dismissing annuities as a “bad investment”? Do advertisements from the likes of Suzy Orman or Ken Fisher give you angst? Well you are … Continue reading

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Sign the Petition

The Department of Labor needs to hear your voice. Annuities are and always will be a great solution for people who want safety within their IRA’s. Spread the word. Here is a link for you to sign the petition. SIGN … Continue reading

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