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Agent Survival Guide Podcast

2018-01

Episodes

The Latest on the Fiduciary Rule & Compliance Tips ǀ ASG031

Thursday Jan 25, 2018

The Latest on the Fiduciary Rule & Compliance Tips ǀ ASG031

Thursday Jan 25, 2018

  What does the delay of the fiduciary rule mean for your insurance business? Stay up-to-date and compliant with this can't-miss installment. Read the text version Subscribe to the ASG Mailing List!   Mentioned in this Episode: DOL Files Official Delay of Fiduciary RuleFederal Register: 18-Month Extension of Transition Period and Delay of Applicability DatesFiduciary Rule Update: Law Now Partially in EffectOMB approves proposal for 18-month delay of DOL fiduciary rule’s second phaseRitter's Sales Team Related: 4 Steps to Every Final Expense Sale7 Powerful Practices for Selling Prescription Drug PlansWhat Seniors Value Most in an MA Plan Subscribe Here: Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher Connect With Us: FacebookTwitterYouTubeLinkedIn

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Fixed Annuities vs. Indexed Annuities: What’s the Difference? ǀ ASG030

Wednesday Jan 24, 2018

Fixed Annuities vs. Indexed Annuities: What’s the Difference? ǀ ASG030

Wednesday Jan 24, 2018

  Discover the differences between fixed and indexed annuities. Find out how to market them and how to help your clients choose the right one. Read the text version Mentioned in this Episode: 2014 Retirement Confidence Survey: A Secondary Analysis of the Findings from Respondents Age 50+FINRA Investor Alert - Equity-Indexed Annuities: A Complex Choice Related: 4 Steps to Every Final Expense SaleThe Part D SEP Triggers That Can Help You Post-AEPThink You Have What it Takes to Be a Great Agent? Subscribe Here: Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher Connect With Us: FacebookTwitterYouTubeLinkedIn

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Protect the Nest Egg with Fixed Income Annuities ǀ ASG029

Tuesday Jan 23, 2018

Protect the Nest Egg with Fixed Income Annuities ǀ ASG029

Tuesday Jan 23, 2018

  Build a retirement strategy for your clients with fixed income annuities. Learn how this kind of investment can pay off. Read the text version Mentioned in this Episode: 1 in 3 Americans Have $0 Saved for Retirement3 Things Highly Successful Annuity Agents Do RightFixed Annuities vs. Indexed Annuities: What's the Difference? Related: 4 Steps to Every Final Expense Sale7 Powerful Practices for Selling Prescription Drug PlansThe Increasing Value of Combining Life & LTC Subscribe Here: Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher Connect With Us: FacebookTwitterYouTubeLinkedIn

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5 Strategies to Boost Your Annuity Sales ǀ ASG028

Thursday Jan 18, 2018

5 Strategies to Boost Your Annuity Sales ǀ ASG028

Thursday Jan 18, 2018

  Get ready to generate more annuity sales. Implement one or all of these 5 strategies today! Read the text version Mentioned in this Episode: The Fate of the Fiduciary RuleFed Hikes Interest RatesFed Raises Interest Rates Again As Economy Rolls OnFixed annuity sales hit record $117.4 billion in 2016Solving the annuity puzzle: The role of mortality salience in retirement savings decumulation decisionsWhy Client Retention Should be Your Top Priority Related: Think You Have What it Takes to Be a Great Agent?The Part D SEP Triggers That Can Help You Post-AEPWhat You Need to Know About New Medicare Cards Subscribe Here: Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher Connect With Us: FacebookTwitterYouTubeLinkedIn

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Understanding Single-Premium Immediate Annuities ǀ ASG027

Tuesday Jan 16, 2018

Understanding Single-Premium Immediate Annuities ǀ ASG027

Tuesday Jan 16, 2018

  Learn more about Single-Premium Immediate Annuities, how they work, and why you should recommend them to your clients! Read the text version Related: Short-Term Care Insurance: A Top LTCi Alternative for ClientsThe Increasing Value of Combining Life & LTCThe Value of Children's Life Insurance Subscribe Here: Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher Connect With Us: FacebookTwitterYouTubeLinkedIn

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3 Things Highly Successful Annuity Agents Do Right ǀ ASG026

Thursday Jan 11, 2018

3 Things Highly Successful Annuity Agents Do Right ǀ ASG026

Thursday Jan 11, 2018

  What do thriving annuity agents do differently? We unpack the best practices for selling annuities. Read the text version Mentioned in this Episode: Current CD Interest RatesOpen-Ended Questions Give You The Information You Need to Make The Sale - Part 3Ritter's Fact Finder Related: 7 Powerful Practices for Selling Prescription Drug PlansWhat Seniors Value Most in an MA PlanWhat You Need to Know About New Medicare Cards Subscribe Here: Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher Connect With Us: FacebookTwitterYouTubeLinkedIn

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Why This Could Be the Age of Annuities ǀ ASG025

Tuesday Jan 09, 2018

Why This Could Be the Age of Annuities ǀ ASG025

Tuesday Jan 09, 2018

  Enhance your portfolio with annuities. Learn how these increasingly popular plans can benefit your clients! Read the text version Mentioned in this Episode: Boomers want annuities, they just don't know itDeaths: Final Data for 2013Gen Y Starting To Think About AnnuitiesProtect the Nest Egg with Fixed Index AnnuitiesRetirement Remains Americans' Top Financial WorryTIAA-CREF Lifetime Income Survey: Executive Summary Related: Should You Incorporate Your Business?What You Need to Know About New Medicare CardsWhat Seniors Value Most in an MA Plan Subscribe Here: Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher Connect With Us: FacebookTwitterYouTubeLinkedIn

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