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The Right Fit Strategy: Helping Clients Make the Best Annuity Choices

The Right Fit Strategy: Helping Clients Make the Best Annuity Choices

by John Poston | Jun 19, 2023 | John Poston, Protection/Income, Wealth

There are a lot of options available when planning for retirement, and sometimes it can be hard to know which is best for your clients. Annuities can be an excellent choice for many heading into retirement, but there’s often confusion among financial...
Restoring Trust: How Financial Professionals Can Lead Older Clients Through Scam Recovery

Restoring Trust: How Financial Professionals Can Lead Older Clients Through Scam Recovery

by John Poston | Jun 1, 2023 | Asset Management/Advisory, John Poston, Wealth

Those of us in the financial industry hold a unique and important role in our society: helping individuals and families protect their hard-earned wealth. More and more often, predators are going to extreme lengths to strip our most vulnerable citizens of their...
Making the DIfference: The Impact a Good IMO Has On Your Bottom Line

Making the DIfference: The Impact a Good IMO Has On Your Bottom Line

by John Poston | Nov 3, 2022 | John Poston, Sales & Marketing, Sales Tips

About Author John Poston John Poston is Senior Account Manager at DFS Marketing, where he focuses on servicing hundreds of agents and training his team of marketers. Before joining DFS in 2020, he served in a number of positions in finance and insurance, including as...
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