Reconnecting with your client is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes a habit. To truly connect with your client, you need to observe. You need to look. And you need to listen.
Before we get into the new fixed index-linked annuity (FILA) product, let’s cover a brief overview of the index- and securities-linked annuities that preceded the FILA category. The first generation of fixed…
Tragedy and triumph in clients’ lives can be monumental and life-altering. This article alerts you to three dangerous planning mistakes—and issues that are too-often ignored or treated simplistically—resulting in disaster: Failing to…