I'm NOT Slowing Down!
They don't call me the energizer bunny for nothing! I'm doing MORE presentations than ever. Here's a new way I can bring YOU prospects!
Continue reading
Continue reading
100% of Your 70-Year-Old Clients Need to Hear This
I have a message for your 70-year-old clients that will show them how they can truly retire happily ever after.
Continue reading
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.
Continue reading
Stop Selling and Start Storytelling
Storytelling is an effective tactic for helping clients understand complicated financial concepts and products.
Continue reading
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.
Continue reading
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.
Continue reading
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!
Continue reading
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!
Continue reading
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.
Continue reading
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.
Continue reading
LATEST POSTS
-
I'm NOT Slowing Down!Sep 21, 2021
-
100% of Your 70-Year-Old Clients Need to Hear ThisAug 24, 2021
-
Summer Is Like...Jul 15, 2021
-
Stop Selling and Start StorytellingJul 1, 2021
-
Longevity Risk: A Retirement Plan's Worst EnemyJun 15, 2021