When was the last time you had a client say they wanted to pass money on to their children or grandchildren? If you are like most financial professionals, it was probably very recently. According to an Ameriprise Financial Survey, “77% of

As financial professionals, we help our clients prepare for a comfortable and secure retirement. But the traditional retirement triad of Social Security, Pensions, and Private Savings is fading: pensions have all but disappeared, the 4% rule doesn’t work anymore, clients

I’m calling Sandler onto the floor for this blog: Rule #41, the one about “No Bad Prospects, Only Bad Salespeople” must have been written by Sandler on a gloomy day. The truth is, sometimes we get leads that are the

There are many options to get leads and grow your business. This is a blog about paid leads. Let’s be clear, organic marketing is part of building a healthy brand and generating great leads for your business. Using a paid

Whether annuities are your primary product or a complementary portfolio solution, Multi-Year Guaranteed Annuities (MYGAs) are emerging as a valuable piece to consider in a retirement strategy. If you’re looking for creative ways to maximize MYGAs, consider a laddering structure. 

Tips for market volatility impacting clients at or near retirement Due to the unpredictability of the stock and bond markets, it’s quite possible that a traditional asset allocation strategy may not protect clients from declining asset values and could potentially