Financial Services

What Summer Slump? 3 Summer Seminar Myths To Stop Believing.

If you’re like many financial advisors, you might postpone your summer seminars. There is an ongoing rumor that the attendance and response rates aren’t as good as the rest of the year. However, we believe that to be a myth. There are many reasons that created this belief. In this post, we hope to dispel those. Let’s get started.

Easing Clients’ Investment Fears Following the Pandemic

To get by during the pandemic, some have had to tap into retirement accounts for money to live on. But even before COVID, Americans as a whole were financially unprepared for retirement. Research consistently shows 50% haven’t saved enough to maintain their standard of living during their post-working years.

Responder Data Critical to Online Event Marketing Success

After in-person events and visits to brick and mortar businesses were no longer an option, older Americans began relying on online communications to connect with product and service providers. This opened the door for advisors to employ digital resources to generate leads and acquire new clients.

Annuities 101: The Annuity as Dependable Retirement Income

June is National Annuity Awareness Month, designated in 2010 to help consumers better understand annuities by the National Association for Fixed Annuities (NAFA). Since its introduction, coalition members and National Annuity Awareness Month sponsors have provided...