Insights with Vision

Podcast Episode 155: Meet the Millennials The largest demographic currently engaged in the workplace. It’s an idealistic generation that views the world (and MONEY) much differently than their parents and grandparents. Here’s what you need to know about Millennials (Gen Y) if you want to connect and engage with them. Check for new episodes on… Read more

Podcast Episode 154: Who’s Retiring Early? If you knew which marketing demographic was MOST focused on planning for retirement, and an early retirement at that, would you want to know more about these individuals? That’s the topic of this Insight with Vision podcast. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and… Read more

Podcast Episode 153: When Your Kids Say NO to College What happens when your client’s children inform them they will not be attending a University or Vo-Tech College after graduating high school, even though their parents have been funding a 529 Savings Plan to pay for these expenses? The SECURE Act 2.0 now offers yet… Read more

Podcast Episode 152: Before You Defer RMDs The SECURE Act 2.0 has extended the RMD minimum age to 73 starting in 2024, and extending to age 75 by 2033. But does it make sense to continue to defer, or are your clients creating a potential income tax bomb for themselves and their beneficiaries? Check for… Read more

Podcast Episode 151: More Money 2 Market Learn the details of our enhanced 2023 Money 2 Market Initiative, with even MORE money available to help pay for your marketing. And this is on top of any carrier incentive programs to help you grow your business. Details inside this issue of “Insight with Vision.” Check for… Read more

Podcast Episode 150: Your 12-Month Marketing Plan What if you could create an entire One-Year Marketing Plan in a single day? In this workshop, you’ll learn how to do just that by using S.M.A.R.T. goal planning to map out your daily, weekly, and monthly activities to put more butts in seats, create more opportunities, write… Read more

Podcast Episode 149: Understanding Generation X Born between 1964-1980, Gen Xers are the “Sandwich Generation” living life between their Boomer parents and Millennial children. Their view of the world was jaded by a number of horrific events, and as “Latchkey Kids” they essentially raised themselves. They’re about to inherit $64 Trillion in wealth, but are… Read more

Podcast Episode 148: $68 Trillion and Counting One of the largest intergenerational transfers of wealth, estimated at $68 Trillion, will transfer over the next 15 years, with $34 Trillion of that likely transferring between 2023 – 2028, mostly going to Gen Xers. How do you, as a Financial Professional, help them prepare to receive, manage,… Read more

Podcast Episode 147: SECURE Act 2.0 First Glance Here’s a “first glance” look at the SECURE Act 2.0. Time-sensitive information you need to know as it relates to RMD changes, as well as increases in retirement plan contribution “catch up” limits. More to follow as we receive additional details and clarity around this new legislation.… Read more

Podcast Episode 146: The Money Magnet Want to know how to attract MORE customers to do business with YOU in 2023? In this episode of INSIGHT with Vision, we share a powerful Money Magnet that will help you do just that. Start the week off right with Insights from Vision. Check for new episodes on… Read more