News & Updates


Showing results for:


Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

Better Returns, Intelligent Income, Superior Compensation

Did you realize that income rider roll-ups can be just a minimum benefit, not the only benefit from an FIA?

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Easing the Pain of Papwerwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"

Advantages of Asset-Based LTC

Long-term Care expert Tony Stratidis talks about the advantages of Asset-Based LTC insurance. 

Four Key LTC Decisions

Long-term Care expert Tony Stratidis talks about the four key decisions people have to make when choosing LTC insurance.

Simplifying the LTC Conversation

Long-term Care expert Tony Stratidis talks about how he approaches the LTC conversation with clients.

The New IUL with Uncapped Options Powered by Annexus

Balanced Growth Advantage Indexed Universal Life (BGA) from Minnesota Life is one of the industry’s newest innovations in accumulation IUL products.

Nationwide New Heights FIA Opportunities

Learn how the Nationwide New Heights fixed indexed annuity can help your clients grow their money while also protecting it.