Agent Connection

The countless hours of unanswered calls. The disappointment of no-show appointments. The constant struggle to sustain what you’ve built and find ways to keep getting better. The truth...
You watch your fellow financial professionals see their business and client base grow year after year. Even if you’ve accomplished a lot in your career, hitting a plateau at any point can...
Fixed index annuities (FIA) can be a valuable planning vehicle for retirement savings1. They offer protection from market downturns and guarantees that clients expect along with growth...
Family values are glue that can hold family together. It’s time for your clients to share, document and celebrate those values so that when the time comes, their family can continue living...
The 2020 Midland National Gen-to-Gen Retirement Study looked into the saving, spending and communication habits of men and women across four generations, covering everyone from age 18-55+. ...
Despite the hurdles many consumers are facing, confidence in retirement can be attainable. Right now, many people may be aware that they’re somewhat unprepared for retirement, and...
We need to talk. All consumers do. Right now, many people are aware that they are unprepared for retirement, and concerned about how they will fund it. In fact, just 16% give themselves an...
“We need to talk.” The statement you prefer not to hear from your spouse, kids or parents. The simple truth, however, is that we need to be talking more. This is especially true when it...
The importance of a good relationship between a client and their financial professional can’t be understated. It requires trust, understanding, expertise, and working toward a mutual goal....
How the global pandemic is shaping the consumer view of financial planning. It goes without saying that COVID-19 has changed many facets of our world. As a society, we have all had to...
Going through a divorce or a separation after a long-term relationship can be one of the most emotionally trying experiences in a person’s life. At its base level, it can be overwhelming. ...
There’s nothing you can do to help the delicate healing process along for your clients in the event of a death, but there is one area where you can help them navigate the coming days and...
You likely already have a first-aid kit, a “fix-a-flat” kit, or an emergency supply kit. It may now make sense for you to have a COVID compliance kit for your office, too. We’re here to...
Consumers may have hesitations returning to in-person meetings. Use this sample communication checklist to help set their minds at ease by letting them know what to expect when visiting...
Annuities are often misunderstood. Many people may find it difficult to understand and navigate these insurance products due to misinformation, rumors, and myths. As a result, many...
When you’re creating a financial plan, there is no one “best” product. But there are products that can be a better fit in order to help meet your goals for retirement, whether you’re...
When consumers are creating a financial plan, there is no one “best” product. But there are products that can be a better fit in order to help meet their retirement goals. Fixed index...
Required minimum distributions create a recurring opportunity for client contact courtesy of the tax code, and with enough notice, you could recommend an accumulation- or legacy-focused...
Do you know consumers who are trusting their retirement savings to their former employer? “Rollover” is one of those terms that gets used enough in the retirement world that most people of...
Required minimum distributions create a recurring opportunity for client contact courtesy of the tax code, and with enough notice, you could discuss an accumulation- or legacy-focused...
— 20 Items per Page
Showing 1 - 20 of 26 results.