It's a officially a new decade! If you're anything like us, you're looking forward to what's in store but also reflecting a little on the past... Join us as we look back at a few of our top blog posts published in 2019. We were thrilled to see that so many of our posts resonated with you, our readers.
We put out a lot of content in 2019, with topics ranging from how to use storytelling in sales, to why financial professionals can’t afford NOT to have an assistant, to how agency owners can protect their most valuable asset through succession planning — just to name a few.
With blog posts being published weekly at https://blog.partnersadvantage.com/, you may have missed one or two. That’s why we’re doing a roundup of our most popular blog posts of this past year, so you can get caught up!
Check them out below.
#10. 6 Ways to Help Increase Attendance for Financial Services Workshops
A consistent confirmation and reminder process can help lift attendance rate by as much as 75% when the process is executed correctly. Check out this blog post for 6 ways you can increase attendance to your workshops and seminars.
#9. Does Your Agency-IMO Relationship Include These 5 Quality Indicators?
Perhaps, you’re content with your current IMO relationship. Or maybe you wonder if there’s one that could offer you more. Not all IMOs are the same. As you weigh the pros and cons, consider the hallmarks of a quality Agency-IMO relationship we discuss in this blog post. Would your current IMO get 5 stars?
#8. 6 Steps You Can Take to Partner with a CPA to Gain New Clients
The six steps we outline in this blog post could help you establish a successful working relationship with a CPA that’s a win-win-win.
#7. Roth IRA Conversions: 5 Factors Your Clients Should Consider
Converting an existing traditional IRA or 401(k) to a Roth IRA can be a good idea, especially if clients consider it beneficial to pay taxes now rather than deferring and paying them in retirement. But keep the 5 important points we cover in this blog post in mind.
#6. Pending Legislation Could Affect Inherited IRAs in a Big Way
Inherited IRAs, or “Stretch IRAs,” as we know them today could soon be history. There are two retirement bills floating through Congress that aim to overhaul America’s retirement system. Read the blog post to learn how this could affect your clients.
#5. The Long-Term Care (LTC) Crisis: A Major Risk to Retirement Outcomes
Recent stats indicate that 70% of retirement age couples will have an LTC event. With those type of numbers, ignoring the potential impact of healthcare expenses on retirement can be extremely detrimental. In this blog post, we introduce a potential solution for some retirees.
#4. Tax Deduction Limitations of IRC Sec. 199A for Financial Professionals
As many as 95% of small businesses fall under the Section 199A. Strategies like buy-sell funding, key person coverage, executive bonus plans, and split dollar plans can be more affordable for these businesses under the tax act explained in this blog post. Read more >>
#3. Why You Aren't Selling More IUL (And What You Can Do About It)
A lot of sales messages focus on selling to buyers solely on facts and figures— and this can be a mistake. You can’t just place a life insurance illustration in front of someone and expect them to be moved to buy – in this blog post, you’ll learn what CAN help you make more IUL insurance sales.
#2. Why Your IUL Illustration May Require a Second Look
There is never a free lunch where interest earnings and option budgets are concerned. It could be a mistake to just accept the illustration with the highest illustrated cash value. This blog post explains why you may want to take a second look.
#1. 76% of Clients Would Switch Financial Professionals for This Reason
Many financial professionals may not grasp the importance prospects place on solving this one particular problem. And therefore, could be missing out on a tremendous opportunity. This blog post explains what to incorporate in your financial practice to help retain more clients.
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