Wednesday, May 25, 2016

Hot Ideas for a Summer Client Event

By Joseph Jacobs, Senior Marketing Consultant

What if I told you that finding what your top clients want is actually easy? Essentially, it is the same things you and I would want. We want to have a good time, network with others, and occasionally enjoy something we wouldn’t normally do on our own. Client events can be a great time to offer just that to your clients, as well as deepen your relationship and possibly meet new people. I have a few ideas that could help make for a successful summer!

Survey flags 5-year gap between planned, actual retirement ages

Survey flags 5-year gap between planned, actual retirement ages
By The LifeHealthPro Editors

(LifeHealthPro)

Technology: Get On Board or Get Left Behind

By Nick Bates, Vice President of Annuity Sales

When cellphones first began getting popular in the late 90s and early 2000s, I was one of the many that said, “Why would I ever need a cellphone?” I thought it was a fad and would only last a short time before people came around to my way of thinking. Well, I quickly recognized that if I did not join the movement I would get left behind. I reluctantly broke down and purchased my first cellphone and have never looked back.

Disability Insurance Awareness Month

Disability Insurance Awareness Month
http://www.lifehappens.org/insurance-overview/disability-insurance/


If these statistics give you pause for thought, it may be time to reach our Life Marketing Team: 800.321.3924
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Materials available on the Life Happens website and within the Disability Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.

Wednesday, May 11, 2016

DOL official: Agency will consider changes to fiduciary rule if problems arise

DOL official: Agency will consider changes to fiduciary rule if problems arise
By Mark Schoeff Jr.

(Investment News)

How Quickly Are You Getting Paid?

By Claudia A. Pahl, Senior Coordinator

Would you be surprised to know that most insurance carriers have discontinued issuing producers their commissions via paper checks? There remain a few that still do, yet will only do so once a month or on a quarterly basis.

The Importance of Keeping Your Securities Registrations


By James Morris, Designated Supervisory Principal,
Questar Capital Corporation Branch Office at AAAE

If you hold FINRA series securities registrations you know the commitment, the study time, and effort needed to obtain them. You also know the value of holding these registrations in enabling you to offer your clients access to stocks, bonds, mutual funds, and other investment products that require a securities registration to be sold. In order to maintain these registrations, you must be affiliated with a broker/dealer. If you are not affiliated with a broker/dealer for more than two years, your securities registration will lapse and you must re-test.

5 questions clients may ask about the DOL fiduciary ruling

5 questions clients may ask about the DOL fiduciary ruling
By Peggy Bresnick

(LifeHealthPro)

May is Disability Insurance Awareness Month

Disability insurance is insurance for your paycheck. It ensures that if you’re unable to work due to an accident or illness, you’ll continue to receive an income. If you couldn’t manage for long without your paycheck, now is the time to do something about it. Learn more at www.lifehappens.org/DI.


For additional resources and help with DI case design, reach the Life Marketing Team at Ann Arbor Annuity Exchange: 800.321.3924.

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Materials available on the Life Happens website and within the Disability Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.

Wednesday, May 04, 2016

7 End-of-Day Rituals That Successful People Share

7 End-of-Day Rituals That Successful People Share
(Square)

Robo-Advisors 'All The Rage' But Boomers Sticking With Humans

Robo-Advisors 'All The Rage' But Boomers Sticking With Humans
By Casey Dowd

(Fox Business)

Defining 'best interest': DOL fiduciary rule clarification?

Defining 'best interest': DOL fiduciary rule clarification?
By Marlene Y. Satter

(LifeHealthPro)

First Quarter Check-up

By Joseph Jacobs, Senior Marketing Consultant

The first quarter is in the books and now is a great time to check on your progress for the year. Hopefully you are on pace and are feeling accomplished by meeting some of the goals you had set for yourself. However, some of you may be in a different, less appealing situation. Let’s look at three situations you could be facing and some tips on maximizing your first quarter check-in.

Final fiduciary rule: the benefits and burdens for indexed annuities

Final fiduciary rule: the benefits and burdens for indexed annuities
By Robert Bloink, William H. Byrnes

(LifeHealthPro)

Where Do the Top Candidates Fall on Financial Issues?

By Heath Waddington, Senior Vice President, Sales & Marketing

Given that this is an election year, Ann Arbor Annuity Exchange felt it would be a good idea to summarize the major candidates’ positions on some key topics impacting financial professionals. The candidate position information presented below was taken from a summary compiled by InsuranceNewsNet.com, unless otherwise noted.