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Business Development

    Business Development

    4 Ways to Discuss Annuities With Clients

    by FIG Marketing June 24, 2016
    written by FIG Marketing

    Updated October 2, 2023, at 2:54 PM

    Clients are looking for guarantees for their pre- and post-retirement assets rather than assuming the potential risks associated with many other financial vehicles.

    So, the question becomes, why are we as financial professionals not talking to our clients and prospective clients about all the annuities we have to offer? After all, in the first half of 2023, total annuity sales increased 28% to an astounding $182.7 billion.

    We’re often asked in conversation with financial professionals around the country on what are some ways to open up the conversation with these clients and prospects without sounding like a “product pusher” but rather a problem solver?

    Here are four simple conversations you can have with clients and prospects that can potentially lead to more and more annuity conversations.

    Continue Reading

    June 24, 2016
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  • Business Development

    DOL Creates Life & LTC Opportunities [2016 Information]

    by Shawn Sigler June 5, 2016
    by Shawn Sigler June 5, 2016

    As we continue to dig into the recent DOL ruling and as we continue to provide you with resources to navigate its implications, I wanted to share a few opportunities I see …

    6 FacebookTwitterPinterestEmail
  • Business Development

    Is the Boutique Business Model Just a Trend?

    by J. Wesley Knowles May 24, 2016
    by J. Wesley Knowles May 24, 2016

    Updated April 4, 2024, at 1:19 PM According to Investopedia, a “boutique” is a small financial firm that provides specialized services for a particular segment of a market. These companies often define …

    3 FacebookTwitterPinterestEmail
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