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Archive | January 27, 2013

The Digital Client Experience Maximized

They say that computers can never completely replace humans. They may become capable of artificial intelligence, but they many never master real stupidity. An adviser must recognize that a client’s onboarding experience can affect how willing they are to do repeat business and make valuable referrals.  The faster and smoother an onboarding is done, the  Full Article…


Indexed Annuity Reset Unplugged-Making the Intangible Tangible

You know the greatest storyteller in history was a carpenter. Jesus told stories in parables so people could understand the complex.  So it is with one of the fastest growing products, fixed indexed annuities in this Age of Safety or New Normal as some analysts would call it. I never forget why the good Lord  Full Article…


Why Most FMOs are Standard and Poorer

The 5 myths of  FMO  value adds certainly has been exposed by on Producers Web and in these blogs. After having spent, 20 of my 33 years on the investment side, I continue to be amazed at how FMO consultants use a one- dimensional head fake to try and help advisors capture maximum index returns  Full Article…


Allianz and Golf

Allianz again is sponsoring the Allianz Championship down in Boca Raton, Florida.  The event is taking place at the Old Course at Broken Sound.  This year Allianz will donate $100 for every birdie that Tom Lehman, who they sponsor, makes during the event.  Proceeds benefit Alzheimers and Junior Achievement.  It’s good to see Allianz giving back to  Full Article…


Looking for Job? You might want to move to Texas.

The state of Texas currently holds 5 of the top 10 spots for job seekers according to NerdWallet.  They base there research on overall business growth, unemployment numbers, median income of residents and cost of living.  Austin, Tx took the top spot with Houston, San Antonio, Dallas and Fort Worth all in the top 10.  Full Article…