Category Archives: In the Field
Annuity Prospecting Training: Helping You Succeed Through BCA Insurance Education Classes
Educating one’s self about relevant information pertaining to the insurance industry and annuity product training is essential to your success. This is why Broker’s Choice of America offers basic annuity training / prospecting classes. Let BCA help you gain the … Continue reading
Annuity Marketing / Financial Prospecting Systems
When it comes to marketing your life insurance, financial planning prospecting, etc., it pays to work smarter. BCA strives to keep our marketing systems relevant and up-to-date, which is how we have been able to create numerous successful Annuity Prospecting … Continue reading
Ultimate Tools to Longevity Risk Planning: BCA Write-Up in “The Register”
As seen in the August 2011 edition of “The Register” from Tyrone Clark and Senior Business Development Advisor Joseph Clark: Ultimate Tools to Longevity Risk Planning Attention: Advisors and Attorneys, there is a new tool within the niche market of … Continue reading
Brokers’ Choice of America, BCA is committed to keeping you up to date with the major changes that effect our marketplace. What can we say about the last three days except for WOW! Here’s a recap: S&P lowered its rating … Continue reading
NAFA: Fixed Annuities Not Swaps
WASHINGTON BUREAU — The National Association of Fixed Annuities says it believes federal regulators are classifying fixed annuities as swaps. NAFA, Milwaukee, makes that point in a comment letter submitted to the Commodity Futures Trading Commission (CFTC) and the U.S. … Continue reading
Utilizing Social Networking for Retirement Planning
Today the market has changed, we have gone from cars, to pagers, to cell phones, to androids and now we are almost an online virtual society. Many of us interact with each other, visit our family members, gain our information, … Continue reading
Marketing to Generational Differences
Marketing to multiple generations has never been so important. Today we find ourselves in the midst of an aging population and the gift of longevity. What does this mean for your marketing and client relationship management skills? Everything. We now … Continue reading
You Are Not Alone – Many Baby Boomers Feeling “Overwhelmed”
Minneapolis, February 16, 2011 – A huge number of America’s 76 million baby boomers fall into the “Overwhelmed” category when it comes to retirement – they’re worried that they won’t be able to afford the lifestyle they want and they’re … Continue reading
Estate Tax Exemption Is Portable (for Now)
Recent legislation introduced a new, but perhaps temporary, estate planning concept–exemption “portability.” Basically it means that the estate of a deceased spouse can transfer to the surviving spouse any portion of the federal estate tax exemption that it does not … Continue reading
The Number 1 Complaint About Salespeople Is…
You talk too much! Instead we need to listen and ask thoughtful questions that will help us to uncover what a client really needs and wants without assuming anything. When selling is about customers’ needs, then the buying happens Herald-Tribune … Continue reading
