We Just Added Another Carrier! Click here for a short video about this month's issueWhy do we represent more carriers than any other FMO? Because...
Industry News
Category: Newsletter
Greg’s Hits – March 2024
Show Clients the Cost of Getting Out of the MarketClick here for a short video about this month's issueMost clients have not anticipated the chain...
Greg’s Hits – February 2024
Will 2024 be Better than 2023? Click here for a short video about this month's issueAt the risk of sounding “preachy,” I want to offer a suggestion...
Greg’s Hits – January 2024
3 Ways to Get More ClientsClick here for a short video about this month's issueWe all wish we had more clients.More specifically, we all want more...
Greg’s Hits – December 2023
Send Holiday Cards to Your ClientsClick here for a short video about this month's issueEvery adviser we work with that earns $100,000 or more per...
Greg’s Hits – November 2023
Sales Idea for Younger ClientsClick here for a short video about this month's issueThis is for clients who are in their 30s, 40s, and 50s that are...
John’s World: Tell Medicare Clients About Your Other Services
Are you telling your Medicare clients all of the other things you can help clients with? If not, it might be time to let us help you explore how...
John’s World: Are You Telling Clients About Other Services?
Are you telling your Medicare clients all of the other things you can help clients with? If not, it might be time to let us help you explore how...
Greg’s Hits – October 2023
Help Your Clients See You as a Retirement PlannerClick here for a short video about this month's issueMost advisers tend to focus their work toward...
John’s World: A Special Annuity to Lower Medicare Costs
A Special Annuity to Lower Medicare Costs Clients who will begin taking RMDs (Required Minimum Distributions) from IRAs might lower their Medicare...