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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.
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.
Research / Report
IRS Tax Updates for 2021
Tuesday, February 9, 2021 FIA Here's your handy reference on the most important annual changes coming this year.
Research / Report
IRA Contribution Limits for 2021
Monday, February 8, 2021 FIA Download this fact sheet and find our if your clients are eligible to save for 2021.
Research / Report
7 Steps to Creating a Powerful Appointment Process
Monday, January 18, 2021 FIA In this 28 page exclusive report, 250 million producer Mike Steranka shares his 7 step appointment process that you can apply to your business model immediately.
Research / Report
2021 Social Security Fact Sheet
Monday, January 18, 2021 FIA Download this 2021 Social Security fact sheet and understand how these upcoming changes will affect your clients and prospects.
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