Blog: Recent Posts

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  1. Our New 151A—Source of Funds

    Comment
    As many of you know, in 2009 everyone was panicking thinking they would have to get a securities license and some actually obtained a Series 65 and in July of 2010 the courted vacated the order. The court stated the following in regards to 151A, “Having determined that the SEC’s...
  2. Commitment

    Comment
    How many times have you went to training, attended webinars, called someone about a new idea, or been excited about something you have read? Do you know if you do not implement a new idea within seven days of being trained, you have an 85% chance of not using the...
  3. Social Security – Most American’s Biggest Asset

    Comment
    Each time a financial advisor sits down to discuss retirement planning, many times they forget the biggest assets some American’s have—Social Security. Often we look at what they have saved over their years when planning for retirement, but we forget what the original Social Security Act of 1935 offers Americans. After the Great...
  4. Life Insurance Trends

    Comment
    I have been noticing a very big trend in Life Insurance Sales in the past 12-18 months.  In keeping with our pursuit of making it easier for our agents to do business we have put Life Quoting, Forms, Product info & Underwriting Guidelines by Company on our website under Carriers for everyone to use. ...