Annuities

Be “that guy” at the party

Presented by David Corwin I should say “that financial professional” to cover the women who work in this wonderful profession too. What do I mean by being that guy or professional is to know your stuff, or at least enough to impress; not gloat or brag, but just know a few things to catch their attention. What will happen is that you’ll be able to secure an appointment with them and that will of course lead to a sale. Let’s start with a few key items that I would know: IRA’s – Know that contribution limit of $5,500 and over 50 years old they can put in $6,500. Also, know that they are generally speaking deductible against your taxes; albeit they aren’t really that popular though, but they don’t necessarily need to know that at this present moment. They just need to know that you know your stuff. Roth IRA’s – Same as above, but the main difference is “tax free” at retirement. I would repeat that a few times to drive the point home. SEP IRA’s – Getting a little more advanced here. That would be a card that I’d throw out when you’re among business owners and professionals. Know that the contribution limit is 25% of one’s income or $53,000, whichever is less. Still deductible and pretty popular amongst your smaller employers out there. A lot of dentists, real estate agents, chiropractors and the like have these. 401k – Even though you may lack the ability of writing these (I will tell you that you most certainly can); you want to know about them. Know that they have a contribution limit of $18,000 and that they are deductible to the employee. In summary, I will tell you that this wasn’t intended to be a really detailed blog, but rather just give you some talking points to be engaging enough to make someone want to see what you can do for them.
Sales & Marketing

Silver, Gold or Platinum – where will you be?

Presented by David Corwin   When it comes to perks, you want a program that gives you that little extra that you deserve and rewards you for your efforts and gives you money to put back into your business.  Financial Brokerage has pulled out all the stops as we’ve just announced the Elite Producer Group (EPG).  Here’s the skinny . . .   SILVER – If you are able to attain a 50,000 Success Share level then you will receive $500 to be used for your business expenses and an all expense paid trip to the EPG meeting.  I will tell you that if you get to this level then you’re 5,000 shares away from the Costa Rica trip so you might as well shoot to get the trip too. GOLD – This level requires 75,000 Success Shares.  You will receive $1,000 from our pockets to yours for business expenses and you also get the trip to the EPG meeting on us.  The one additional reward that you’d receive is that you get an extra day on our Shared Success incentive trip. PLATINUM – This is the highest level with EPG and it requires 100,000 shares.  $1,500 is the amount you would receive to put back into your business.  With this level, you would also receive a free trip to the EPG meeting and two (2) extra days of fun in the sun at our Shared Success incentive trip.  Oh and by the way, you’d also receive a Men’s Tag Heuer or a Women’s Movado Stainless Steel TC Bracelet Watch and you’d be recognized at the award ceremony.