Retirement Solutions

Conquer the Efficient Frontier for Income Planning

There’s an efficient frontier for creating protected income in retirement. But it doesn’t require any additional assets from the client. We call it the Income Alpha strategy. And it can help you maximize return, minimize risk and transform your business.

Mike McGlothlin

June 2022 • 4-min read

Disability Insurance

Filling in the Disability Insurance Gap

Group DI, individual disability insurance and Social Security are three key sources to consider when it comes to complete income protection for your clients. Find out how to stack coverage together to strengthen your client's overall financial foundation.

Tim Kukieza

June 2022 • 5-min read

Retirement Solutions

What’s the best way to prospect for new clients? Focus on keeping it simple.

Prospecting isn't always easy, but that doesn't mean it can't be simple. Focus on developing a solid referral track, using today’s technology tools and establishing automated, repeatable processed to nurture client relationships and enhance your reach.

Mike McGlothlin

May 2022 • 4-min read

Disability Insurance

DI: An Easy Addition to Your Practice

DI products are complex, but the conversation can be easy. Get your clients to picture that a disability could happen, and the effects if it did. Start by asking these questions that will get clients thinking about their plans in real terms.

Tim Kukieza

May 2022 • 4-min read

Life Insurance

Collect Accurate Underwriting Information Without Being Invasive

With Life and LTC PreView, you can email or text your clients an online questionnaire to get an accurate snapshot of their health. It ensures you have the right product and right carrier, quoted at the right price — so you get it right from the start.

Jonathan Knowles

April 2022 • 2-min read

Retirement Solutions

Everything You Need to Know about Social Security Planning

From recruiting new clients to adding value for existing clients, Social Security planning is an important part of retirement income planning. But it is also one of the most understood tools in a retirement portfolio.

Randy Kitzmiller

April 2022 • 8-min read

Life Insurance

Capturing Tax Advantages for High-Net-Worth Clients

Estate planning and taxation has created a lot of speculation recently. While legislation has not changed much, it has made it clear that now is the time to capitalize on planning and see where insurance can help clients manage their tax position.

Sam Rocke

March 2022 • 2-min read

Retirement Solutions

Is Your Head Spinning Too?

When dealing with the unexpected, it can be hard to get clients to feel comfortable enough to act. So, instead of hoping that things settle down, focus on reassuring your clients. Walk them through the volatility to a strong retirement. There are many ways to do this. Here are a few to get you started.

Mike McGlothlin

March 2022 • 2-min read

Retirement Solutions

3 Quick Hits to Sell Better Now

When it comes to changing your mindset, sometimes starting with little changes gives you the momentum you need to transform.

Mike McGlothlin

February 2022 • 2-min read

Retirement Solutions

Making Future-Focused Decisions

Your experience is one of the aspects that makes you valuable to your clients. Combined with an understanding of your clients’ goals and available tools, you can help your clients make better decisions for the long term.

Mike McGlothlin

February 2022 • 5-min read

Retirement Solutions

Industry (and Life) Lessons from U2

We're not sure what U2 was thinking when they wrote the song,” I’ll Go Crazy If I Don’t Go Crazy Tonight,” but Mike makes some analogies to our industry that could result in tremendous growth in your business.

Mike McGlothlin

January 2022 • 5-min read

Retirement Solutions

Welcome to the New Old

Without behavioral change, there is no hope or renewal for a better 2022. What can we do as an industry to change our behavior? We must focus on these key factors.

Mike McGlothlin

January 2022 • 5-min read