by Austin James | Mar 12, 2025 | Austin James, Protection/Income, Wealth
In the digital age, people are bombarded with information, particularly regarding finances. Clients are inundated with constant investment and income product pitches, many of which contain confusing information about rules and riders. But how can they discern the...
by Austin James | May 10, 2024 | Austin James, Protection/Income, Wealth
Annuities offer a valuable solution to the need for stable retirement income, providing guaranteed monthly paychecks during a person’s golden years. However, despite the apparent benefits, many individuals hesitate to embrace annuities due to various perceived...
by Austin James | Mar 15, 2024 | Austin James, Sales & Marketing, Sales Tips
Forget dusty Rolodexes and endless paperwork – the insurance landscape is transforming. Adapting to the latest technology can help amplify your business and allow you to position yourself as a trust agent and advisor. Imagine: streamlining tasks, gaining deeper client...
by Austin James | Jan 31, 2024 | Austin James, Sales & Marketing, Sales Tips
The increased desire for personalization from clients across the US offers an opportunity for agents and advisors to enhance customer satisfaction. The Capco US Insurance Survey of 2023 underscores this trend, revealing that policyholders are increasingly seeking...
by Austin James | Dec 20, 2023 | Austin James, Protection/Income, Wealth
As financial professionals, it’s up to us to educate and guide our clients through the intricacies of annuities and help them set realistic expectations. One feature that often captures people’s attention is the annual reset, particularly in Fixed Index Annuities...
by Austin James | Nov 14, 2023 | Austin James, Marketing Best Practices, Sales & Marketing, Wealth
A well-structured content calendar is essential for the success of any marketing strategy. When it comes to annuity marketing — a sector that often involves high-stakes investments and a focus on long-term planning — having an organized and cohesive content plan is...
