Monthly Archives: June 2021

3 Efficiency Actions and Behaviors to Increase Your Success

Anne Bachrach, The Accountable Coach Running a business is a lot like a Nascar race. There are large amounts of sustained momentum coupled with dedicated adjustment or growth times. In a race, the efficiency of the pit crew can often make or break a driver’s race position, and those team members have their processes […]

How to Stay Motivated in a Difficult Business

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Achieve a 20-PointDay Occasionally, most of us experience a lack of motivation. You might have distractions in your personal life. You might be discouraged by bad markets or low-interest rates. Or maybe you’re just burned out. Whatever the cause, when you’re just not feeling it, it’s hard to stay […]

Tip of the Week

Questions a Financial Service Professional Should Ask When Proposing or Reviewing Split-Dollar Life Insurance Loans as Alternatives to Section 457(f) Deferred Compensation Plans Split-dollar life insurance is enjoying a renewed interest from applicable tax-exempt organizations (ATEOs). This is because ATEOs must now pay a 21 percent excise tax on compensation paid to covered employees in […]

Social Security Expertise, The Next New Trend For Financial Professionals

Martha Shedden RSSA®, CRPC, President & Co-founder of NARSSAThe National Association of Registered Social Security Analysts Social Security is a complex program, and the retiring population needs support navigating the tricky claiming decision process. This is an incredible opportunity for you and your business or practice. With over 75 million baby boomers and approximately 10,000 […]

Grow with the Best Prospects – Easily

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® At every sales meeting, my staff talks to me about concerns that our advisors have in trying to build their business. Our industry has a nearly unlimited opportunity to help American families retire and protect their wealth. With the number of financial professionals today plus the erosion of talent […]

Effective Communication That Gets Results


Ann Bachrach, The Accountable Coach “Don’t communicate to be understood; rather, communicate so as not to be misunderstood” said Dr. John Lund, a well-known author and researcher in the field of human relationships – specifically in the area of communication. This subtle distinction is incredibly important, because it puts the responsibility of understanding on […]

The Digital Age and How Baby Boomers Engage Now

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Since the pandemic started, 73% of Baby Boomers have engaged digitally in new ways. And it’s not just Baby Boomers. In fact, digital interaction among all sectors is different. And even as we see signs of the pandemic easing up, the digital changes that we’ve embraced are here to […]

Tip of the Week

How the Tax Code Helps Low- and Moderate-Income Clients Many financial planners focus on assisting high-net-worth clients. However, it can be reasonably argued that those in the lower- and moderate-income groups may need the most support with financial matters. In light of the recent pandemic-induced economic turmoil that squeezed the livelihood of many Americans, it […]