Tag Archives: Retirement

24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland



Advisors, think about your conversations with clients.

Are you looking to tackle those conversations differently? 

Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs.

This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby boomers feel about annuities while revealing how advisors can access valuable tools to efficiently serve clients.

Tamiko discusses:

  • The disconnect between what consumers and advisors think about annuities
  • Why advisors should be open to having conversations with their clients using a different approach
  • What she would like to see from a solutions perspective
  • Ways to  access  a wider variety of tools
  • Reasons why consumers are aligning with annuities 
  • And more!

Resources:

Connect with Tamiko Toland: 

Connect with Jack Martin:

About our Guest:

Tamiko Toland is Director, Retirement Markets for Toronto-based CANNEX. CANNEX has long been known as the leading provider of income annuity pricing and now serves the entire scope of annuity products, including the evaluation of annuities with income guarantees. 

Tamiko supports the retirement industry with research, analysis, and writing on the retirement income industry. Her focus is the individual and institutional (defined contribution) annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on retirement income, synthesizing commentary and analysis for broad audiences and specific clients. 

 In the interest of supporting the development of the industry, Tamiko serves on the board for the National Association for Fixed Annuities (NAFA) and is an advisor member of the Institutional Retirement Income Council (IRIC).


20. Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL



While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components.

In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and taxes to life insurance, healthcare, and more, Tom shares his best advice so that you, too, can become a retirement expert like him.

Tom discusses:

  • Why retirement doesn’t have to be difficult nor complicated 
  • Reasons advisors should talk about tax diversification with clients
  • Considerations for the 4% rule
  • The three levels of a fiduciary and how to tackle misinformation around them 
  • Why you might want to leave your children life insurance rather than money
  • And more!

Resources:

Connect with Tom Hegna:

Check out Tom’s books:

Connect with Jack Martin:

About our Guest:

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert.

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars and has condensed his knowledge into five different books. 


Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild



As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward?

Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a plan according to their needs to enhance client input, communication, and the overall client experience. 

In this episode, you will learn:

  • Why advisors need to make sure clients are communicating their needs and expectations 
  • Julie’s advice for enhancing the advisor-client relationship 
  • How often an advisor should be interacting with clients
  • How client needs have changed over time 
  • And more!

Listen in and learn how you as an advisor can use Absolute Engagement as a resource to discover the needs and expectations of your clients! 

Resources: InsurMark | Julie Littlechild | Absolute Engagement | Resources | Blog


Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA



Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation?

In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings area. Ed highlights how his education and training programs enhance the planning experience for financial advisors, their practice, and clients alike.   

In this episode, you will learn:

  • What advisors need to know about taxes right now 
  • Communication and knowledge as two main client-advisor relationship components 
  • How Ed’s training programs have helped advisors and clients
  • Ed’s advice for advisors seeking new business opportunities  
  • Reasons why you should never forget about prospective clients 
  • And more!

Listen in today and learn everything you need to know about protecting your clients’ retirement plan from taxes!

Resources:  InsurMark | IRA Help | Ed Slott | Twitter 

To hear more from Ed, check out our Ultimate Roth IRA Conversion Biz Builder where he leads a fast-paced one-hour training on Roth Conversions.
The Ultimate Roth Conversion Biz Builder |   InsurMark


Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia



As an advisor, how can you better incorporate marketing and business technology solutions into your practice?

Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! 

Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections and attain better prospects.

In this episode, you’ll learn:

  • About Snappy Kraken’s automated marketing growth program for advisors
  • How the firm’s Catalyst program helps financial professionals kick-start their marketing process and presence 
  • Why advisors should always quantify (and be patient) with their marketing results 
  • The importance of diversifying your marketing strategy 
  • And more!

Listen in and learn how Snappy Kraken’s marketing and outsourcing technique can help you and your practice grow!  

Resources:

InsurMark | Snappy Kraken | Snappy Kraken on LinkedIn | Robert Sofia | Snappy Kraken on YouTube 


Episode 15: Advisor Lessons from 2020



2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. 

In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic and the skills they have acquired along the way.

In this episode, you will learn:

  • Technological changes that have from COVID-19 
  • Soft skills for advisors in this new world of business 
  • How the holidays will be different for advisors  
  • Lessons of gratitude during this unprecedented time  
  • And more!

Tune in now to embark on a journey of reflection with Jack and Jeff! 

Resources:  InsurMark


Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs



Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? 

In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new year and breaks down reasons why some advisor’s plans might not work.

In this episode, you will learn:

  • Why creating a plan is an advisor’s ultimate responsibility 
  • Coach Joe’s advice on how to start a plan 
  • Why advisors should always invest in themselves 
  • Coach Joe’s take on the “silver bullet game” and how it determines an advisor’s growth
  • And more!

Advisors, tune in now for crucial points to consider with your 2021 planning!

Resources: InsurMark | 2021 Magellan Strategic Planning Conference (Fabiz Plan) | Coach Joe Lukacs


Episode‌ ‌13‌ ‌–‌ ‌How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌ ‌



InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever.

In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share strategies for finishing this unpredictable year on a strong note. 

In this episode, you will learn:

  • Opportunities for fourth-quarter meetings with clients 
  • Why advisor planning improves advisor-client relationships 
  • How intentionality benefits advisors 
  • Why advisors should coach clients on their social security benefits 
  • And more!

Tune in now to discover InsurMark’s marketing approach that will propel you into 2021!  

Resources:  InsurMark:(800) 752-0207 | Prospect Meeting Agenda Template


Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly



Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible.

To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy.

In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients alike. Patrick additionally details other key financial strategies around concepts like income tax, legacy, and retirement.

In this episode, you will learn:

  • Patrick’s motivation to write retirement-related books
  • Common retirement savings mistakes
  • Five retirement myths 
  • The government’s policy for overcoming debt-related concerns 
  • And more!

Listen now and discover how Patrick’s strategies can help your clients achieve their best retirement!

Resources:  InsurMark | Tax-Free Retirement 


Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough



The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money.

In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and discover the ways they are paving the way towards a more secure future. Together, they share everything from the role of annuities during uncertain times to how their organization is changing the ways Americans think about retirement.

In this episode, you will learn:

 

  • About The Alliance for Lifetime Income’s retirement approach
  • The importance of financial awareness, education, and help
  • How advisors can benefit from retirement-related educational material
  • Ways financial advisors and professionals can better connect with clients 
  • And more!

 

 

Tune in to discover the power of The Alliance for Lifetime Income and ways your clients can face their retirement with confidence! 

Resources:  InsurMark | The Alliance for Lifetime Income | Jon RosboroughContact The Alliance for Lifetime IncomeOwn the Base Advisor Presentation | 3 Keys to Income Planning Client Presentation | Savings, Income and Lifestyle | What Path Will You Take in Retirement? | Income Hierarchy | More Free Resources