Knowledge is only useful if put into action. Wisdom is what makes knowledge productive. When a client agrees there is a problem, then present a solution. I once had an agent partner tell me that he believed his job was to educate his clients. This was his response when I tried to coach him on […]

Prospects don’t owe you anything. Some will walk away. The key to keeping them may be to get to know them. I cannot even count how many times over the years I have been asked this question — ”What if my prospect takes my information to another advisor?” — by the agents and advisors with whom […]

One idea is to have a goal other than just making money. A second idea is to know things. A third idea is to recognize the power of what you can do. A new year has started, and the question every agent and advisor must ask themselves is, “What will this year look like for […]

Bill Broich: Editorial: Building internet credentials to enhance your annuity marketing – Why do annuity agents lie to their clients? – Using IRS Section 1035 to find the highest yield for your annuity client – Source of funds risk chart – Brokered CD / MYGA bait and switch – 8 myths about annuities.

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Bill Broich: Bonds vs. annuities.

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Bill Broich: Scams on seniors – Corporate bonds are getting junkier – Bucket strategy for explaining money to your annuity clients..

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Bill Broich: The 10-minute miracle by the late great Jed Mayfield – The broker says “don’t worry”, what does the client say? – 401(k) article list.

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Bill Broich: Financial show “air pollution”, the propaganda of risk.

Anthony Owen: Move in day for the new Annuity Agents Alliance / Safe Money Radio Marketing headquarters.

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Bill Broich: Editorial: Regulatory fallout – Fiduciary rule is dead – Annuity sales are looking up – Social Security update – Impact of health costs on Social Security.

Anthony Owen: Ken Fisher objection handle, why he loves annuities.

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Vincent Micciche, LifeMark Serities, CEO: Why partner with LifeMark Securities as your annuity friendly broker dealer.

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