3 Mark is one of my favorite offices to work with. There are a couple of reasons for this. First, the diversity of their distribution. They have agents, advisors, and other reps that can sell multiple products. This is great for us at Mutual of Omaha because of our diverse portfolio. It’s just working with the sales team to find the right distribution partners for or various business lines. Secondly, their commitment to pushing technology. The steps they have taken to increase their eApps and drop ticket is remarkable. Lastly, they are just a great team of people. They all welcome you with smiles when going into the office, just make you feel very welcome. Overall, market leading and a pleasure to work with!
5 ways to cement relationships with client couples
There are probably no goals more important for financial advisors than attracting new clients and keeping the ones they already have. But death and divorce pose big challenges to that. Read More
In the Loop – June 24, 2015
In the Loop Newsletter – June 24, 2015: Webinar on June 24, Carrier News, Interest Rate updates and much more!
4 myths Dave Ramsey is spreading about fixed annuities (and how to overcome them)
Yesterday’s experiences shape tomorrow’s beliefs. Had Dave Ramsey’s past experiences not been marred by financial ruin; had his past not been sensationalized by giving off-the-cuff, hard-to-hear, overly simplified advice; had he not generated most of his wealth during one of the strongest bull markets our country has ever seen; then we wouldn’t have a Dave […]