Marlene

Blog by Marlene

Unpacking Americo's New Indexed Universal Life Product

Unpacking Americo's New Indexed Universal Life Product

By Marlene

In the world of life insurance, innovation and adaptability are key. This week, Americo has announced the launch of its new indexed universal life (IUL) product, dubbed the Instant Decision IUL, a move that has garnered attention across the industry for its bold promises and the questions it subsequ...

02-22-2024 10:25 AM - Comment(s)
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Tech Revolution: Boosting Client Trust in Annuities

Tech Revolution: Boosting Client Trust in Annuities

By Marlene

Discover how technology revolutionizes client relationships in the annuity and trust industry. Learn how digital tools enhance personalized advice, operational efficiency, and build stronger client trust. Stay ahead in a rapidly evolving financial landscape with our insights at Clockwork Advisor.
01-25-2024 02:35 PM - Comment(s)
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Road Warriors: How Advisors Can Make the Most of Client Visits at Home

Road Warriors: How Advisors Can Make the Most of Client Visits at Home

By Marlene

Maximize your home appointments with these top tips for financial advisors. Learn how to plan, prepare, and build client relationships on the go.
03-13-2023 08:00 AM - Comment(s)
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The Art of Persuasion: Converting Client Objections into Opportunities

The Art of Persuasion: Converting Client Objections into Opportunities

By Marlene

Learn how you can overcome common client objections and close more sales with these proven strategies. Discover tips for listening, acknowledging concerns, providing evidence, addressing objections proactively, and focusing on benefits over features. Improve your business growth today.
03-10-2023 08:30 AM - Comment(s)
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The Impact Of Interest Rates On Annuities

The Impact Of Interest Rates On Annuities

By Marlene

Learn how interest rates impact annuities & how agents can help you solve for that. Discover the right type of annuity for your retirement goals & risk tolerance.
03-10-2023 08:30 AM - Comment(s)
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