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A weekly dose of retirement income planning strategies and valuable business-building insights from Mike McGlothlin

November 7th, 2021

The Hidden Inflation Tax (and how to plan for it)

Don’t let hidden taxes derail your clients’ retirement. Plan now to preserve more of their assets.

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October 31st, 2021

Delivering the Perfect Product for Today’s Environment

You CAN create your client’s perfect product–one that provides good returns, safety and an income in retirement. Call your retirement income consultant to find out how to get started.

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October 24th, 2021

Capturing Additional Assets from Existing Clients

When it comes to getting more for your clients, CDs aren’t the answer. Consider instead a fixed annuity that can offer five times the return of a CD.

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October 17th, 2021

Give Your Clients Something New to Talk About

There is a better alternative for your clients that just letting their money sit in a CD. There’s a simple exercise illustrate how an annuity could help.

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October 10th, 2021

One Simple Tool to Grow Your Business

Your current clients are one of your greatest resources for growing your business. Our proprietary JourneyGuide tool makes it easy.

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October 3rd, 2021

Speed Up Conversion Time from Prospect to Client

Save your time and energy for prospects that are a good fit for your practice. Our JourneyGuide software will help.

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September 26th, 2021

Don’t Erode Your Business

To keep your business profitable, you need to change the environment. To start, open your mind to new strategies for income planning.

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September 19th, 2021

Increase Your Value (while growing your practice)

If you’re looking to add value to both your clients and your experience, understanding the law of numbers and the law of compensation is a good place to start.

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September 10th, 2021

2 Ways to Make Business Less Risky

Use two tried-and-true strategies to help take risk off the books of your business owners’ clients.

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