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You Still Have Time to Make HSA Contributions for 2011
2011 has come and gone, but there is still a little time for your clients to take advantage of tax-free funding of their HSA for the 2011 tax year. As long as the client was covered under a qualifying high-deductible health plan in 2011, they are allowed to make a contribution to their HSA any [...]
Underwriting Clients for Annuities: A Surprising Way to Save
Let’s face it… Most of us are not as healthy as we would like to be. That’s why a lot of us like the annuity business – no underwriting! However… Have you ever considered that there might be an advantage to underwriting your clients for annuities? Let’s look at it this way… Suppose a 70-year-old [...]
A Little Work on the Front End Goes a Long Way
Many times throughout the week I am told, “Gorden, I got a guy… And his issue is [insert medical issue here]… Who is the best fit?’ Sometimes the answer is quite easy. For example, people with family history of cancer, for smokeless tobacco users, etc – there can be some easy solutions. However, as we [...]
Risk Means Failure…
It’s true. With risk comes failure. Isn’t that why you’re putting some things off until later? No one likes failing. No one likes rejection, but that’s what might be keeping you from your next client. Isn’t that ridiculous? We still fear failure and rejection as if we’re the first people in the history of civilization [...]
Ask for Introductions – Not Referrals
Everyone has probably heard that the best way to acquire new clientele is via referrals. Not true. The best way to get new clients is for current clients to introduce you to prospects. The key is to ask good clients to directly introduce you to individuals they know well with a commendation. If these clients [...]