Sorry to tell you, but you’re not always getting credit for the conversations you’re having. 

Paul Gauger shares 3 ways you can make sure your clients get the message and take action.

Listen and learn how to turn Perception into Reality.

You know that Henry Ford quote where he said,

"If I had asked people what they wanted they would have said faster horses"

I think that's a great reminder that people tend to ask for things that are familiar instead of what they really need.

Do you want to be the first to come to mind when your clients think about Retirement Planning?

It all starts with one very simple truth...

If You're The Only One, Then You're #1

as a financial advisor?

Listen and find out.

What can a 4 year old teach us about Retirement Income Planning?

More than you might think!

That’s what an older couple told me recently.

They were ecstatic about the lifetime income from their annuity.

That steady paycheck that never stops isn’t just money—it’s freedom and peace of mind.

Financial advisors: Don’t underestimate the power of Guaranteed Income.

It should be the foundation of your client's Retirement Income Plan.

Let’s talk if you want to know how others are having those conversations with their clients.

Annuities might sound boring, but you know what’s NOT boring?

Having Paychecks and Playchecks...

Tom Hegna famously describes it like this...

Being able to enjoy *every* opportunity that comes your way in retirement – stress-free,

All because you covered your basic expenses like utilities, food, and taxes with a steady, guaranteed income,

So you can focus on the fun stuff – traveling, spoiling the grandkids, or chasing new adventures.

🔑 **Paychecks** = Secure income for your essentials 🎉 **Playchecks** = The freedom to enjoy life without worrying about bills

Reach out and we'll help you get the conversation started with your clients.

I just got off the phone with an advisor,

He wanted help providing additional retirement income for his client.

A SPIA, Single Premium Immediate Annuity, gave them the most income.

He said, “But if my client passes away, the insurance company is going to keep the rest of the money, nothing will be left for their kids.”

I hear this misconception all the time and it's...

Not true.

There are so many ways to structure an annuity, and we figured out a way that made the most sense for these folks.

Providing Lifetime Protected Income AND a Legacy for their Beneficiaries.

What "annuity myth" do you hear the most?

Let me know in the comments.

You’ve heard about it for a while.

Now is the time to talk to your clients about it.

💰 Guaranteed Retirement Income is on the minds of your clients. 💰

If you need someone to help guide you through the conversation,

Let us know.

Many financial advisors struggle to gain new clients, unaware that their approach to requesting referrals is actually driving potential leads away.

Instead of pressuring clients into providing names, a more effective strategy focuses on building trust and positioning the advisor as a helpful resource.

By offering genuine assistance and value to clients' social circles, advisors can cultivate a steady stream of referrals organically.

Separate yourself from every other Financial Advisor who only focuses on the numbers.

Jason Smith shares a simple way to engage your clients in a unique way that will have them talking to their friends and coworkers about you.