Summer Is Like...
Summer is when some people slow down. DO THE OPPOSITE! This is a great time to connect with prospects and fill your calendar for the fall. Let me show you how.
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Stop Selling and Start Storytelling
Storytelling is an effective tactic for helping clients understand complicated financial concepts and products.
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Longevity Risk: A Retirement Plan's Worst Enemy
The longer you live, the longer your retirement income is going to have to last you. Knowing how to mitigate longevity risk is key for an optimal retirement.
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The Rise of the Variable Annuity
For Annuity Awareness Month, I take a look at the current top-selling annuities and why they've become so popular.
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Turn Up the Heat on Your Summer Habits
The summer months are meant for relaxation, but that doesn't mean that you can't make them a productive time!
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Looking Back on My Trial Retirement
I look back on what I learned from my trial retirement and provide an update for what the future looks like for me!
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Hybrid Seminars Are the Best of Both Worlds
As we start to emerge from lockdowns and social distancing, hybrid seminars can be a great middle ground between in-person and virtual seminars.
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The Conversion That Will Save Your Retirement
Taxes are an inevitable part of retirement, but converting to a Roth IRA can give you a source of retirement income that is completely tax-free.
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Use Credible Research to Convert More Prospects
Calling on outside research to support your products is a great way to educate clients without the risk of seeming biased.
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Women, Retirement, and COVID-19
There are plenty of potential risks in retirement, and here's why it's important to understand the risks that are unique to women.
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LATEST POSTS
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Summer Is Like...Jul 15, 2021
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Stop Selling and Start StorytellingJul 1, 2021
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Longevity Risk: A Retirement Plan's Worst EnemyJun 15, 2021
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The Rise of the Variable AnnuityJun 1, 2021
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Turn Up the Heat on Your Summer HabitsMay 14, 2021