Whether it’s computers, phones, cars, you name it; as technology becomes more and more advanced one of the challenges developers and companies have is; how to make products more user friendly. We have the same issues in the financial world, especially with the multitude of planning systems and software available to the agent today. While… Read More
November 2014 - Creative Edge
New DIA now available for your clients
The American Pathway® Deferred Income Annuity (DIA) is now available today as a Qualified Longevity Annuity Contract (QLAC.) Under recent IRS regulations, DIA’s can be purchased with IRA funds and defer distributions well beyond 70 1/2. If the DIA is also a QLAC, the required minimum distribution (RMD) requirement on those IRA funds will be… Read More
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Sales Strategies, Training
A “Gift of Pie” an unexpected and welcome holiday client appreciation gift
With the holidays right around the corner, we know that producers are looking for a unique way to tell their clients that they appreciate their business. One fun and simple idea is giving your clients a pie. Easy to execute, it’s a tasty initiative that features a heaping serving of client appreciation. Utilizing several touch… Read More
Social media marketing vs. traditional marketing
Joe has been an insurance professional for 15 years, and he has amassed quite a bit of industry experience. Last year he realized social media could be a powerful marketing tool, so he signed up for a Facebook account, made some contacts, and began posting to his audience. He posted three times per week, reminding… Read More
Related terms: Branding 101, Lead Generation, Market Niches, Marketing, Online Marketing, Referrals, Social Media
