Today I will address the biggest concern we hear from advisors: how to find a reliable and qualified source of prospect introductions. Many advisors have become disillusioned with the entire lead generation landscape, having fallen for one false promise after another from lead vendors who prey on both the advisor and the IMO who promoted their offer.
In the last several months you may have seen news headlines announcing that the Social Security program will be insolvent by 2033. This could be alarming if you're planning to retire, but it doesn’t necessarily have to be. While news of Social Security’s potential lack of funding is a real concern, it’s important to remember that “insolvent” is not the same as “bankrupt.” In this case it means that there is not enough money available to meet all of the program’s obligations. If nothing is done to fund the system at current levels, it is estimated that the program will be able to pay only 76% of what is owed to retirees beginning in 2034.
Fishing for whales. What better way to boost your business, your confidence, and your bank account than by closing a whale of a case?
New US Department of Labor rules mean that many financial advisors are now defined as fiduciaries and will require a Prohibitive Transaction Exemption (PTE) in order to remain compliant.
Life Insurance and Annuity New Business Specialist
Unkefer Lead Systems
The Federal Lead System
Federal employees are an underserved group in the financial services and retirement space. We show you how to take full advantage!
Annuity Selling Machine
Discover how "pre-sold" 401k appointments will help you close $500,000 in new annuity premium each month.