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The same themes come up again and again for serving clients: knowledge. answers. speed. trust. See how it all comes together to get to the finish line.
The financial services industry faces a trust issue. Mike shares his winning strategies to achieve greatness through building trust.
It’s almost sinister to compare retirement to a game – but it is. You want to win.
Help your clients make the best decision to take longevity risks off the table.
Everyone is entitled to their opinion ― but we can use research to show the value of deferred annuities and tax-efficient income from annuities.
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It’s easy to get information. It takes talent to change behavior. The bridge is the ability to interpret.
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If the benefits of changing your practice to focus on income planning aren’t immediately clear, look at the risks of not doing so.
Read more >>IUL continues to operate like a high-performance car: it can deliver impressive results, but needs to be tuned in just the right way.
Learn how to create a strategy for accumulating assets, as well as maximizing tax efficiency when it’s time for distribution – all centered around Lincoln Financial’s FIAs and Income Riders.
We’ll help you get in the right frame of mind to focus on success for the long-term and take your financial services practice to next-level milestones for success.
Longevity is one of the greatest multipliers of the risk in retirement. Your clients are living longer – and it's your job to plan for it.
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