Profile

Cover photo
Partners Advantage
5 followers|57,088 views
AboutPostsPhotosYouTube

Stream

Partners Advantage

Shared publicly  - 
 
Addressing 5 Key Concerns - The Emotions Behind Retirees Decisions
By Curtis V. Cloke As people approach retirement there may be several concerns that arise.
Some of the typical concerns that arise may include: 1. Outliving their savings 1 2. Losing control of their money 3. Being impacted by inflation 4. Being unable to l...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
The Pros and Cons of Roth Conversions
William H. (Bill) Jackson J.D.,CLU Sr. Advanced Markets Consultant at Partners Advantage Traditional IRAs and 401(k) plans have been the mainstay of retirement planning in recent years. These plans allow investment of pre-tax dollars and provide tax deferre...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
Shape Up Your Customer Service
This blog post was provided courtesy of North American Company for Life and Health Insurance® “There’s only one boss—the customer.”  —Sam Walton, Founder of Walmart Customer service is an integral part of
business. No matter what your product or service is...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
Finding a Win-Win Solution for Changing Needs
This blog
post was provided courtesy of North American Company for Life and Health
Insurance®   By Gary Proco, Sales Vice President It’s
safe to say that generally all clients have the same goal in mind when
it comes to life insurance: finding a product t...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
Alternative Income Ideas
As a seasoned financial professional, you know that no individual product should make up your client’s entire retirement strategy. If your practice has always focused primarily on life products, an expansion to annuities – specifically fixed annuities, may ...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
Hot Planning Trends with Executive Marketplace
With retirement nearing, and already well underway in many cases, for the largest generation in our nation’s history and the largest amount of wealth transfer ever, executive retirement planning and business succession planning are critical services that ca...
1
Add a comment...
Have him in circles
5 people
Justin Barden's profile photo
Justin Barden's profile photo

Partners Advantage

Shared publicly  - 
 
Prepare Clients for Mandatory Deductions in Retirement Income
The entrance into the working world can be quite the adjustment for young adults, especially in regards to finances. They’re suddenly introduced to a multitude of taxes and deductions and it can quickly become overwhelming. Forty years later, some retirees ...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
5 Reasons to Consider Cash Value Life Insurance as Part of a Retirement Strategy by Curtis Clokes
It’s becoming more challenging to find a financially reliable source of
retirement income. The traditional avenues, such as IRAs and 401(k)s, can be threatened
by the risks of the stock market, while Social Security may not be enough for
most individuals to...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
The Administration Goes on the Offensive Prior to DOL Fiduciary Proposal
Opinion/Editorial provided by: Juli McNeely, NAIFA President & Owner/President at
McNeely Financial Services, Inc. The Obama administration is preparing to re-propose a
Department of Labor rule to redefine which  financial advisors must act as
fiduciaries w...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
Getting Clients to Take Action
May 15 - Live Workshop in
Riverside, CA with Anthony Morris If you are looking for WHAT TO SAY to clients and WHAT TO SEND and SHOW
TO prospects to motivate them to want meet with you, join us to learn practical
step-by-step, plug-and-play referral strategi...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
A Possible Solution to the Retirement Income Conundrum
One of the most powerful but underused retirement income
opportunities available today has long been in the retirement planning tool
box: cash value life insurance policies. There are some important advantages that you should share
with your clients when br...
1
Add a comment...

Partners Advantage

Shared publicly  - 
 
The Evolution of Financial Underwriting
While tough medical underwriting cases tend to be quite onerous, carriers have become sensitive to the needs of prospective policy owners and have designed life products to combat these challenges. Two such products are survivor universal life (SUL) and ind...
1
Add a comment...
People
Have him in circles
5 people
Justin Barden's profile photo
Justin Barden's profile photo
Links
Basic Information
Gender
Male