Sunday, July 26, 2015

July 30th Webinar: How Annuity and Life Agents Can Sell More Using HSA's and Obamacare

re: don't miss this one.

FREE Copy  of the book for all attendees

For many Americans enrolled in qualified plans, the tax-advantaged medical savings accounts known as Health Savings Accounts (HSA) could prove to be critical in the event of a major illness or accident. For small business owners, HSA's could wind up creating an even greater tax advantage. 

HSA's have been around for years, but most Americans either don't know about them or they don't know how such plans could help them save more money for retirement. 

In this webinar we will discuss: What HSA's are and how they work and how advisors and agents can use HSA's and Obamacare to break the ice with potential clients.

Rick Liuag was slightly ahead of his time when he did the first Obamacare bootcamp workshops. But now, with the broader effects of the ACA upon us, people are realizing that healthcare planning is ESSENTIAL if they want to avoid adverse financial outcomes in retirement. 

Healthcare, Medicare, and Obamacare are all hot topics and can lift you out of the "same old same old" sphere and into a more visible online and offline presence. 

Rick has put his money where his mouth is and has TESTED this marketing. In the webinar, he'll tell you exactly what is working that is helping him get more appointments and close more life and annuity sales. 

*All attendees will get a digital copy of Rick's book 

"You're Gonna Need a Bigger Boat."

Tuesday, July 7, 2015

Elizabeth Warren Is Watching Out for YOU... (not)

re:keeping the world safe from insurance agents... one Ned Ryerson at a time

by Tammy de Leeuw
Blended Marketing Visibility Maven

You've probably seen the classic movie Ground Hog Day,  the 1993 film that re-invigorated interest in Sonny and Cher, taught us that toasters in bath tubs are not a good idea, and introduced the world to Ned "the Bull" Ryerson, insurance agent extraordinaire.

In Ned Ryerson was the universal insurance agent stereotype:annoying and pushy; a subhuman species of sales person begging to be mocked.

Ned was the guy we had fun rooting against; a clueless product pusher trying to sell us something we neither wanted nor needed.  Everyone in the audience chuckled to see Bill Murray going out of his way to avoid Ned.

That stereotype persists despite the amazing public service provided by most insurance agents, and the fact that the average person needs an agent's expertise in order to navigate increasingly complex products.

It's little wonder then, that insurance agents and advisors are easy fodder for politicians trying to make a names for themselves as crusaders for the public good.

The latest to don a cape and rail against the "abuses" foisted on the public by insurance agents is Elizabeth "Waiting for my chance to be President," Warren.

If you haven't kept up with Liz's crusades against the fixed annuity industry... you should.
Even if you personally hate fixed annuities, you should be very, very concerned about yet another government attempt to fix that which is not broken.

If you are in the industry you should also be concerned about those who continue to use the insurance industry as a whipping boy to further their own political advancement.

It's no secret that Elizabeth wants to be president some day.  It's also no secret she will throw an entirely legitimate profession under the bus in order to achieve that goal.

Read more, get mad, do what you can to stop it...

But whatever else you do, start thinking of ways you can protect your wealth and that of your clients from the erosive effects of nanny state legislation.

If you haven't done so yet, check out the replay of our asset protection webinar.

PS:  Here are links to some articles, both pro and con, on the "fiduciary threat."