by Joe Brandau | Aug 16, 2024 | Annuities, Joe Brandau, Wealth
A recent Security Benefit RIA Sentiment Study gauges Registered Investment Advisors’ (RIAs’) perspectives on critical issues for 2024, including client practices, optimistic economic outlook, product offerings, and the potential impact of the 2024 U.S. election....
by Joe Brandau | Jun 19, 2024 | Joe Brandau, Mergers & Acquisitions (M&A), Recruitment
You’ve built a successful career helping clients navigate the world of life insurance. Now, you might be contemplating the next chapter. Selling your book of business can be a strategic move, but it’s crucial to understand your readiness before embarking...
by Joe Brandau | Jun 11, 2024 | Joe Brandau, Protection/Income, Wealth
Annuities are popular among Americans seeking financial security and stability amid an unpredictable economy. With interest rates at their highest levels in years, insurers are offering annuity premium bonuses—most often on fixed-indexed annuities—providing an...
by Joe Brandau | Feb 12, 2024 | Joe Brandau, Life, Sales & Marketing
Whether you’re a financial professional or a licensed insurance agent selling Medicare Advantage or Medicare Supplement plans, you can provide your clients with comprehensive coverage and peace of mind. While you may offer robust products and services for your...
by Joe Brandau | Jan 19, 2024 | Joe Brandau, Life
For older Americans who may believe that life insurance is no longer a worthwhile or affordable product for them, “no exam” insurance policies can be a game-changer. Whether your clients prefer term life insurance with manageable payments for a specific...
by Joe Brandau | Sep 21, 2023 | Health, Joe Brandau, Medicare/Medicare Advantage
Medicare’s Annual Enrollment Period (AEP) is a critical time for licensed sales agents and marketers to communicate with beneficiaries to help them make the right coverage decisions for the upcoming year. You might be familiar with the most common methods of outreach,...
