Monthly Archives: February 2021

A Better Annuity Strategy than “Set It and Forget It”

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  Many of us have believed in asset allocation strategies –  that is, shifting money management to a third-party and talking to our clients about the long-term. Their money is put inside variable or fixed annuities, and you and your clients just let it sit. It’s a “set-it-and-forget-it” mentality, and […]

I Don’t Believe in Financial Planning

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Yes, you heard me, I don’t believe in financial planning. I don’t like the term, I think it confuses consumers and is misunderstood. I don’t believe in a financial plan either. Most people who do financial planning would agree, “ I only believe in comprehensive, quality financial planning. Now that means something. Comprehensive What is […]

Increase Your Annuity Sales (and Create Confidence in Your Clients)

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  It’s a challenging time. Your clients need guidance to help protect and secure their retirement. It’s not an easy task, especially when we have ongoing social and political unrest here in the United States, not to mention an ongoing and relentless pandemic. Today’s environment makes it even more […]

FSPtalks with Steve Parrish, Co-Director of the New York Life Center for Retirement Income at the American College of Financial Services

Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP, Co-Director of the New York Life Center for Retirement Income and adjunct professor at the American College of Financial Services, joins host David Maola to discuss leadership, organizational mission and values, and career paths.

REVEALING TIME MANAGEMENT FOR FINANCIAL ADVISORS

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Grant Hicks, CIM is President of Advisor Practice Management After you read this short article, you will feel relieved and excited about your practice again. Now imagine you felt like you are in complete control of your business and your time and you had a lifestyle and practice that everyone envied. It is simple to […]

Why A Clear Message is a Must

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  Over the past year, I’ve talked about the importance of marketing, and why you need a clear and concise message if you want to attract new customers. I’ve talked about automating your efforts, maintaining a digital presence, and remaining relevant as our population shifts from the workforce to […]

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