Tag: legacy planning

Time to Get Personal

Last week, I talked about reviewing your book of business and combing for opportunities within your client base.  This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true.  Today, however, I am making it personal.  I want YOU to review YOUR plan... Continue Reading →

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Review the Book

Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year.  I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business.  The best prospect is always an existing client.  You already... Continue Reading →

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Post Thanksgiving

We only have a couple weeks before the next major holidays.  Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review.  Learn about their purpose and how (or if) that plays... Continue Reading →

Time for the Annual Talk

I shared the way my Dad functions around this time of year back in May in my “Plan Like Dad Post”.  It’s that time again for “Dad’s review” and I want to share it again with you as his simple approach might be just enough to help you jumpstart a conversation in your own household.... Continue Reading →

LTC Awareness Month – The Gateway

We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner.  Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together.  Children who do not see their parents on a regular basis are often... Continue Reading →

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