Category Archives: Weekly Brew
Do you need help reviewing your old cases? Do you know how much your clients will pay in fees on their existing variable annuities? Did you buy a book of business without really knowing the details? Your clients might benefit … Continue reading
Brendon shares insights from a month of travel and his takeaways from various carrier and MDRT conferences. Continue reading
You can grow your practice in very little time if you know how to do it. Let our team guide you to a quick and easy way to make your practice more profitable while getting your clients covered. Refocus the … Continue reading
Women face unique challenges in the workplace which can translate to unique challenges in retirement planning. Paul Stang joins us for a third installment of the BREW covering some of the differences that matter when helping women plan for retirement. … Continue reading
When helping clients with their retirements plans there are multiple steps to consider. In this edition of the BREW, Paul Stang shares his insight regarding plan design. Want to learn more? We’re happy to make an introduction.
Part one of three: Choice of Plans Special Guest: Paul Stang
Did you know you could be adding 15 minutes to the end of your current client appointments and grow your business? You might notice that the math adds up to significantly more than our estimate. We want to be conservative … Continue reading
Tune in to hear from special guest Brian Ellerman from Principal about non-qualified deferred compensation plans. Bringing you a new out of the box idea from the BREW.