Make Sure Your Clients Meet Their Income Protection Needs

Check out this message from PFN’s Business Development Specialist, Lydia Gardner as she explains a quick sales idea. She’ll compare a bank CD with a tax-deferred alternative.Read more

Knowledge is power and for the agent, product knowledge can be the vehicle to increased sales. It instills faith, trust, and respect in the client, which creates a positive experience. Understanding the importance of product knowledge,Read more

Few argue the need for interfamily relationship management. Why attempt to work with your clients’ children? They will be the largest-inheriting generation on record, plus many of them are high income earners with high COI potential. Not to mention, they want and need your advice. (CLICK TITLE TO READ MORE)

Looking to grow your business in the hottest market? Spreadsheeting isn’t the answer. Watch Transamerica’s John Oliver discuss why spreadsheeting is DEAD and how to Sell Smart to grow your sales. (CLICK TITLE TO SEE VIDEO)

Sales Idea – Lower your client’s taxes and increase their overall retirement income using the new IRS rules on QLAC! Read a discussion of the QLAC White Paper here. (CLICK TITLE TO READ MORE)