Category Archives: Bersonal Posts

The National Association of Insurance Commissioners (NAIC) on June 18 approved updated, more reasonable guidelines for the illustrations that insurers, agents and brokers can use to market indexed universal life (IUL) products. The new guidelines are set to take effect … Continue reading →

As your clients prepare for and live through retirement, they face an increasingly complex set of challenges, including a sustained low-interest rate environment, an uncertain future for Social Security, increased longevity and increasing costs for medical care, among other things. … Continue reading →

Do you go to sales training meetings and walk away feeling unsatisfied? Have you been to a sales training meeting that actually helps you make more money? In many cases, sales training amounts to a booklet of old-fashioned ideas that … Continue reading →

Brian Gilder is an acclaimed Certified Financial Planner who has been an avid athlete and sports fan his entire life. Decades of helping people achieve financial success in his professional life and even more years following his favorite teams led him … Continue reading →

Follow-up is an area where you can make a real difference and seperate your self from the typical advisor. It is also the one area where I find it hard to get people to do. At least for any length … Continue reading →

I just spent the weekend coaching a team of 6-year olds in an All Star tournament. It was a beautiful sight to see the boys compete – the exuberance and love of the game shining in their faces. I have … Continue reading →

A lot of our advisors are really good at marketing and getting in front of people. We believe that multiple approaches should be used by all advisors. Last week one of my top guys told me about his latest idea…The … Continue reading →

Texas Supreme Court Says Life Partners Sold Securities Share us on: By Jess Davis Law360, Dallas (May  2015) — The Texas Supreme Court ruled Friday that life settlements sold by Life Partners Inc. are securities under state law, breathing new … Continue reading →

16 Psychology Tips to Upgrade Your Cold Sales Emails Written by Max Altschuler Prospects are people, too. And people are hard-wired to respond more positively to certain words and types of messaging. I know, I know, you’re in sales — … Continue reading →

The Chris/ Cliff Paul  State Farm commercials are great. The idea of an assist being just as important as the basket is one that I have believed in for most of my life. Others have the same belief. In reading … Continue reading →