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5 Ways the Pandemic is Impacting Advisors (And How to Adjust)
Thursday, March 31, 2022 FIA From the products you recommend to the needs of the consumers you advise, here are five ways the pandemic continues to influence the industry — and steps you can take to adapt.
5 Financial Trends for Advisors to Watch in 2022
Thursday, March 17, 2022 FIA Uncertainty and change will likely continue to impact your strategies and your clients’ financial decisions, so we've gathered the five economic trends for advisors to watch.
Exclusive Turnkey System Generates 20 Qualified Appointments Per Month!
Wednesday, March 16, 2022 FIA Now is your chance to receive guaranteed Life, Annuity, & Investment Appointments with Public Employees in need of retirement, insurance, or financial services for the low cost of $50 per appointment.
Research / Report
Four Regulatory And Compliance Issues To Watch In 2022
Wednesday, February 16, 2022 FIA While there is no reliable crystal ball regarding regulation and compliance, this report provides a few key areas to watch as you plan your strategies and sales techniques for 2022.
Research / Report
4 Mistakes That Can Lose Advisors Business
Wednesday, December 1, 2021 FIA Whether you’re a seasoned advisor or just starting out, it’s easy to fall into patterns with your approach to customer interactions and prospecting tactics. So avoid these four common — and costly — communication mistakes.
2022 Social Security Fact Sheet
Wednesday, October 20, 2021 FIA Approximately 70 million Americans will see a 5.9% increase in their Social Security benefits and SSI payments in 2022. See how these changes may affect your clients and prospects.
On-Demand Webinar
Seminar System that Attracts Motivated Annuity Leads
Monday, August 9, 2021 FIA Don't miss the opportunity to confidently grow your annuity business today.
On-Demand Webinar
Best Practices for Scheduling Your Seminar
Monday, August 9, 2021 FIA Advisors across the country are having tremendous success with seminars. Opportunity belongs to those who get there first - the time to do your seminar is right now!
On-Demand Webinar
Best Practices For Setting Your Appointments
Monday, August 9, 2021 FIA Advisors across the country are having tremendous success with seminars. But what happens when it's over? Learn smooth processes and effective tips to the crucial appointment setting process.
On-Demand Webinar
How to Protect Your Online Presence
Friday, June 4, 2021 FIA As an advisor its imperative you protect your reputation and online presence. Watch this powerful presentation and learn how to anticipate potential problems and head them off.
Research / Report
7 Thought-Provoking Annuity Questions
Wednesday, May 26, 2021 FIA While there’s no one top way to launch a conversation about annuities, there are some questions that are proven to lead to a thought-provoking conversation about the benefits of a fixed indexed annuity.
Research / Report
10 Tips to Cut Your Clients Tax Bill
Monday, April 26, 2021 FIA Help your clients avoid unpleasant tax surprises following these tips and strategies. Some may require extra time and a tax professional but could be worth the extra effort.
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