We often hear that producers don’t have time to leverage LinkedIn or any social media platform for that matter in their practice. Time spent on social media is inevitably time lost when you could be checking off the to-do list or in front of a client, right?
Saving money for the future is one of the cornerstones of smart financial strategy, but when it comes to retirement planning, it may not be enough for your clients. Many people simply aren’t saving, and those that are may not have enough to secure the type of retirement they desire.
Back in the 1700’s English theologian Isaac Watts said “Learning to trust is one of life’s most difficult tasks.” Watts did not take part in LIMRA’s study of the middle market but his sentiment is strongly represented. In the study nearly 70 percent of consumers said it was hard to know which online sources of financial advice they could trust.
Since its inception in 1960, The Dolgoff Plan – which is a method for companies to improve their tax deductions – has been used by major players, from the American Basketball Association to Merrill Lynch