Thursday, May 31, 2018

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TC18051 (05/18)

7 Tips for Hosting a Client Appreciation Event

Client appreciation events are a worthwhile investment in your clients and in the well-being of your business. They are not designed to pitch products or sales – they are designed to help build community, keep you connected with clients, and ensure new client acquisition opportunities through a memorable experience. Below are some tips on how to host a successful client event.

Women should plan to live for 100 years, financially speaking

Women should plan to live for 100 years, financially speaking
By Preeti Varathan

(Quartz)       

6 Questions for Sheryl Moore, a Life Annuity Tracking Rockstar

6 Questions for Sheryl Moore, a Life Annuity Tracking Rockstar
By Maria Wood

(ThinkAdvisor)

Women and Retirement

Women and Retirement
American Equity

Wednesday, May 23, 2018

Three Common Mistakes to Avoid At Any Age When Saving For Retirement

Three Common Mistakes to Avoid At Any Age When Saving For Retirement
IALC


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Materials available on the Indexed Annuities Leadership Council (IALC) website may not be compliance-approved. AAAE and the IALC are not affiliated.

Index Annuities - A Powerful Addition to the Risk Tolerance Pyramid

Index Annuities - A Powerful Addition to the Risk Tolerance Pyramid
AIG

Legal Arrangements Other than Marriage

Legal Arrangements Other than Marriage
By Stephan R. Leimberg, Wendy S. Goffe, Kim Kamin

(ThinkAdvisor)

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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.

5 Great Ideas for Client Appreciation Events

Client appreciation events require a commitment of time and money. How can you design events to make the most of your investment, enhance your relationships with existing clients, put you in front of qualified prospects, and provide an enjoyable experience for everyone involved?
 
Rather than holding a conventional meeting in a hotel conference room or your office boardroom, consider hosting a themed event or a client experience. Use this as an opportunity to get people mingling – no sales pitch, no work talk, just good old-fashioned fun.

Here are some ideas for hosting an interactive, exciting, and engaging client appreciation event:

Wednesday, May 02, 2018

12 tips for generational outreach – and a new tool to identify life insurance solutions by generation

12 tips for generational outreach – and a new tool to identify life insurance solutions by generation
By Brian Anderson 

(Insurance-Forums)

Financial Professionals, learn more at www.aig.com/GenerationMatters

Don’t Let the Disruptors Get You


In the last several years a new term has infiltrated the lexicon: Disruptor. Disruptors, in this context, are companies such as Uber, Lyft, Expedia, Amazon, and others that have disrupted the traditional way of doing business, and consequently created new industries and jobs. The firms that did not adapt, think Blockbuster for example, were deemed irrelevant and fell by the wayside. As you can guess, the financial services industry is not immune to this trend of adaptation.

What Is Holistic Planning?


The phrase “holistic planning” or “life planning” has become more widespread throughout our industry in recent years. By definition, holistic means that the whole is more than merely the sum of its parts. As it relates to our industry, the term refers to a financial professional, either on their own or with the help of others that specialize in a specific area, who helps to address a client’s life goals, not just selling a product to fill one specific need. The term “planning” in a financial services context is typically reserved for investment advisor representatives, however, here it refers to the strategy rather than the act of giving investment advice for a fee.