by Austin James | Oct 26, 2023 | Austin James, Protection/Income, Wealth
As the financial world keeps evolving, so dies the landscape of annuities. A product that was once seen as a simple solution to ensure a steady flow of retirement income has turned into a sophisticated instrument with myriad options, features and — perhaps most...
by Austin James | Sep 27, 2023 | Austin James, Protection/Income, Sales & Marketing, Sales Tips, Wealth
As consumer demand for annuity contracts continues to surge, now’s the perfect time for financial professionals to become licensed to sell annuities. Typically, commissions are higher on annuities than what we can make selling other insurance products, due to the...
by Austin James | Sep 18, 2023 | Austin James, Sales & Marketing, Sales Tips
Artificial intelligence (AI) technology is quickly becoming a necessity in the financial industry, with investors and professionals alike seeing the technology as a great asset. According to the Morgan Stanley Wealth Management Survey, 74% of investors believe this...
by Austin James | Aug 3, 2023 | Austin James, Protection/Income, Wealth
Saving and investing hard-earned money lays the foundation of a person’s future financial health and may dictate the type of lifestyle they can pursue. Your clients want to make the best choices and seek your advice and guidance to ensure financial security and...
by Austin James | Jun 19, 2023 | Accumulation & Retirement Income, Austin James, Wealth
When it comes to retirement planning, many U.S. employees are making a costly mistake: cashing out their 401(k)s when they leave their jobs. New research shows that nearly half (41.4%) of Americans cashed out at least part of their 401(k)s when leaving their job — and...
by Austin James | Jun 7, 2023 | Asset Management/Advisory, Austin James, Wealth
The financial advisory industry is in a state of flux. In recent years, the wirehouse channel — which had been the dominant force in the industry — has seen its share of assets shrink and its headcount decline. But despite its contraction, the wirehouse channel has...
