Wednesday, November 28, 2018

Protect Your Clients and Your Business: Help Prevent Account Takeovers


Does it seem like there is a new data security breach headline every time you read the news?
  • “Insurance Startup Leaks Sensitive Customer Health Data”[1]
  • “IRS Scam Leverages Hacked Tax Preparers, Client Bank Accounts”[2]
  • “Insurance company hacked – client personal data possibly breached”[3]
  • “If you shopped at these 15 stores in the last year, your data might have been stolen”[4]

Cybercriminals and other fraudsters make a full-time job out of finding new ways to commit fraud. They are regularly evolving their techniques to exploit system or process gaps that give them access to sensitive personal data. From there, they may use the data to take over client accounts, possibly your clients’ accounts!

Third Quarter 2018 Annuity Sales

Third Quarter 2018 Annuity Sales
By Sheryl J. Moore

(Wink)

5 year-end tax planning strategies

5 year-end tax planning strategies
By Sheryl Rowling

(InvestmentNews)

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AAAE does not give tax or legal advice. Please encourage your clients to consult a tax advisor or attorney.

The Importance of Annual Client Reviews

By James Morris

As the end of the year quickly approaches, now is an excellent time to schedule your annual client reviews. When the kids head back to school and the holiday season is not yet upon us, this can be a convenient opportunity to get on your clients’ schedules. Client reviews are important for a number of reasons, one of the best being to remind your customers of the value you can provide as a trusted resource for their financial life.

#TruChoice

Will you make the best choice for your future? #TruChoice #FMO

Women to Watch 2018

Women to Watch 2018
InvestmentNews

Long-Term Care Insurance 101

https://lifehappens.org/videos/long-term-care-insurance-101/
Long-Term Care Insurance 101
Life Happens 


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Materials available on the Life Happens website may not be compliance-approved. AAAE & Life Happens are not affiliated.

Monday, November 19, 2018

Grateful Nation

It feels great to support worthy causes like @grateful_nation. And it was great attending this year's #SPSummit18 hosted by @SigmaFinancial & @ParklandSecLLC. Thanks for allowing us to participate!



Strong Social Media Presence Critical

Strong Social Media Presence Critical Part of Success for Life Insurance Agents and Advisors, LIMRA/Life Happens Joint Report
(Life Happens)

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Prior to participating in any marketing campaigns/programs/social media, producers should follow the approval requirements of their state(s), carriers they represent, and their broker/dealer and registered investment adviser, if applicable.

Materials available on the Life Happens and LIMRA websites may not be compliance-approved. AAAE is not affiliated with LIMRA or Life Happens.

#TruChoice

          — TruChoice Financial (@TruchoiceFMO)

The benefits of flexibility

The benefits of flexibility
(Allianz Life Insurance Company of North America)

Free Guide to Long-Term Care

Free Guide to Long-Term Care and Tweetable Facts
(Life Happens)


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Materials available on the Life Happens website may not be compliance-approved. AAAE & Life Happens are not affiliated.