Articles
Re-Setting Your Goals
The steps outlined in this article will help you modify your goals in light of COVID-19. “Every adversity, every failure, every heartache carries with it the seed of an equal or greater benefit.”— Napoleon Hill COVID-19 has created the need for some advisors to modify...
Help Your Clients Get on the Do Not Call List and Avoid Fraud
Medicare beneficiaries are frequently the target of fraudulent schemes. You can help your clients avoid falling victim to one of these scams by doing two things. First, educate them on how these schemes work. Second, encourage them to register for the National Do Not...
Becoming Your Best Self
Ask the people who matter the most to you what they need from you and make those requests your top priority. As we all know, it takes a lot to be successful in the financial services industry—a lot of hours, a lot of attention, and a lot of care for our clients so...
The Beginner’s Guide to D-SNPs
With the lock-in period in full swing, you’re probably hearing more about Dual Eligible Special Needs Plans (D-SNPs) lately. Whether you’re new to D-SNPs or searching for information to fine-tune your selling techniques, this quick guide will cover all the basic...
Helping Clients Understand The True Value Of Individual Disability Insurance
With the current economic and health challenges in America, many individuals are justifiably concerned about ensuring they protect themselves and their families against the unexpected. And individuals are more open than ever to exploring ways to protect their future....
10 Tips for Maintaining a Positive Attitude
Keeping a positive attitude is one of the most important things you can do if you want to lead a happy life and achieve your desired level of professional success. When you have a positive attitude, dealing with personal and professional obstacles will be a lot...