Let’s Grow Your Business – Tips to Tap Your Referral Potential
It’s all in how you ask. Growing your referral network can be easier than you think when you have extra tools to help. These Referral Speak scripts offer tips to grow your business with referrals, how to create client advocates and elp to build productive professional networks. Let us help you do more.
Year-End Tax Conversations
As the year nears its close, you’re well poised to start a tax conversation with financial professionals about their clients’ needs. It begins by reviewing where a client is in relation to where he or she wants to be and where the client may be able to improve his or her tax positions for the next year and beyond. Click here to read more.
New Consumer-Approved Insurance Planning for Women Materials
How the Social Security Earnings Test May Increase the Need for Life Insurance
Prudential has released a report that explores using life insurance to address a potential gap in Social Security survivor benefits. Learn more and get the report.
What Are The Misconceptions About Fixed Indexed Annuities?
Clients often fear the unknown and sometimes place their truth in the hands of many UNTRUTHS on the topic of annuities. Controlling one’s own retirement monies, calling it a ‘personal pension’ or simply knowing that the client’s money will live as long as they do provide the realities that annuities today have become.
Securities and Insurance Products: Insurance Products are not insured by the FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.
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