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"life insurance"

    Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    written by J. Wesley Knowles

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand how customer service and interaction impacts the takeaway.

    This was not my first trip to the Disney Resort in Orlando, Florida. I received a Disney World Annual Pass as a birthday present in 2002. I became a repeat and loyal patron of the resort and would travel from Charlotte to Orlando at least three times per year for the thirteen years I kept the membership going. A kid at heart, I enjoy themed attractions, especially immersive experiences and thrill rides. That was the first enticement, the second was Disney’s commitment to unrivaled customer service. I had not realized how much it meant to my personal travel experience until it failed.

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    June 15, 2017
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  • Product R + D

    Back to Annuity Basics: Why Annuities Shouldn’t Be Hated

    by FIG Marketing June 7, 2016
    by FIG Marketing June 7, 2016

    I began my career in financial services more than 18 years ago.  One of the first product lines I learned about were annuities.  Even with all of the advancements in annuity technology …

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  • Product R + D

    4 Main Ways to Position Fixed Indexed Annuity Products

    by Shawn Sigler May 26, 2016
    by Shawn Sigler May 26, 2016

    Updated January 29, 2024, at 2:57 PM Fixed indexed annuity (FIA) sales continue to see strong growth. And it mainly comes from challenging market conditions, a perpetual low-interest-rate environment, and financial professionals …

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