I came up in sales. I was good at it. But often times, others can get you off track. You become focused on less important tasks. It seems as though work is always getting done. And sure, much of the work is important, no question, but it can leave you with little time to be … Read more
IRAs and other qualified retirement plans are often overlooked when high net worth clients begin to consider how to utilize their various investments for future income. Instead, they see these IRAs as a method to maximize the wealth that they can transfer to their heirs. What they may not realize however is IRA’s and various … Read more
Let’s get right to it as there isn’t a lot of time: 1) Less than 50% of Wealth Managers talk to their clients about life insurance. Of the 50%, many of them talk about it, but only in passing. 2) The life insurance industry is aging, with the average age of a life insurance agent … Read more
Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. Income Tax Mitigation (IRA Max) Today, less people have an estate tax problem then 5+ years ago People have an income tax problem today – that is their pain There are large qualified plans ready to … Read more