Some advisors wait for leads to fall in their lap. Not you.
Some advisors build funnels. Some make cold calls. But you? You thrive when you’re in front of a roo...
When most people hear the word annuity, they think of guaranteed income—and that’s a great start. Bu...
Not every advisor wants a microphone or a room full of people. Some just need one motivated prospect...
Ever wonder why some advisors crush it in workshops while others thrive in one-on-one meetings or th...
Morningstar recently updated its safe withdrawal rate — now suggesting 3.7% is the new benchmark for...
When a loved one passes and leaves behind a retirement account, it’s supposed to be a blessing—not a...
Retirement is supposed to be a reward — but for many clients, it’s a source of stress. No more paych...
Every June, Annuity Awareness Month gives us a unique opportunity: to reset the way clients and even...
For years, traditional long-term care (LTC) insurance was the default strategy. But today’s market —...