Long term care (LTC) is defined as the provision of help with daily activities, such as bathing, shopping, and food preparation, over an extended period of time. Most Americans recognize they will need long term care services sometime in the future, whether after a surgery or in old age. However, the vast majority of Americans [...]
The Answer Is Yes, What Is The Question? by Matt Sawyer
A good friend of mine was telling me a story the other day that I could not help but pass along. It is a shining example of the service that we all look to provide for our clients, but also identifies an important component for delivering excellent customer service. It goes like this: A gentleman [...]
Economic Recovery Is It Different This Time? by Matt Sawyer
I have been reading the material for the past year from a litany of economists who, with one set of data or another, make the case that The Recovery is underway. They use descriptions like “jobless”, “slow moving”, or “anemic”, but claim that it is occurring nonetheless. The performance of stocks over the same period [...]
A Tool For The Times: TODAY’S Fixed Annuity by Matt Sawyer
Anyone who has been doing financial planning for any period of time has heard the moniker – we work in a highly commoditized business, and there is nothing new under the sun. I have been a proponent of that belief, and have always worked to provide great ideas along with my product positioning. But is [...]
Building A Memorable Client Experience by Matt Sawyer
The word differentiate is defined by Merriam-Webster as “to become distinct or different in character”. Throughout my career working with advisors, the pursuit of differentiating one’s services from the sea of folks offering financial planning was always a key goal in a majority of my advisor’s business plans. I spent many years with Putnam Investments, [...]
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American Equity Lifetime Income Rate Changes — Effective June 3rd, 2013
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10 Keys To Becoming A Successful Financial Advisor
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Great American Revised Fixed-Indexed Annuity Rates
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Genworth Update: NAIC Suitability Model Regulation Requirements of Producers
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Great American Revised Fixed-Indexed Annuity Rates
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10 Keys To Becoming A Successful Financial Advisor
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American Equity Lifetime Income Rate Changes — Effective June 3rd, 2013