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Our New 151A—Source of Funds
Comment August 21, 2014As 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... -
Commitment
Comment August 12, 2014How 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... -
How to Fill Your Appointment Book as a Non-Profit Advisor
Comment January 7, 2014Almost thirty years ago I was taught that if you educate a prospect you can expect to make an educators salary (which by sales standards is not very much). Back then, I would have agreed with you. Fast forward to present day 2014. With all the technology at our fingertips... -
Social Security – Most American’s Biggest Asset
Comment August 15, 2013Each 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... -
Source of Funds Issue for Life and Health Only Insurance Agents
1 June 17, 2013If you didn’t know this was coming, you probably haven’t read an article in the insurance industry for some time now, but most everyone has known this was coming for a while. Yes, it’s the dreaded Source of Funds issue in which the states are cracking down on life &... -
Life Insurance Trends
Comment April 17, 2013I 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. ... -
Welcome to Our New Website!
Comment October 28, 2012Thanks for visiting. We hope you can easily find what you’re looking for. Need help finding something?