How a MEC Can Be Your Client’s Swiss Army Knife

Posted by: Kestler Financial Group on 4/10/2015 | 0 Comments
This is a guest blog written by Justin W. Smith, founder of the insurance consulting firm, Balanced Strategies, LLC. Smith is a guest blogger that focuses his research on using life insurance to guard against the biggest threats to wealth preservation.
Categories: Annuities Life/LTC

Sun Tzu and The Art of Financial Planning

Posted by: Kestler Financial Group on 4/6/2015 | 0 Comments

One of the most famous quotes in The Art of War by Sun Tzu is, “If you know your enemy and know yourself you need not fear the results of a hundred battles.”  Our potential clients are not our enemies, but, by understanding our offerings and fully understanding their needs, we are better equipped to “win” their business.

Categories: Kestler Connection

Why are Index Annuity Rates Changing so Much? By: Thomas R. Kestler, CFP, CLU, ChFC, CMFC

Posted by: Kestler Financial Group on 2/23/2015 | 0 Comments

I get that question almost every day.  The answer is quite simple conceptually but will take a little explaining.

Categories: Annuities

Kestler Connection 8-27-14

Posted by: Kestler Financial Group on 8/27/2014 | 0 Comments
• Labor Day is Here!!!

• News from Athene:
» ACTION REQUIRED: New Training Needed to Sell Athene Products

• News from Fidelity & Guaranty Life: 
» SAFE INCOME PLUS Resource Hub is here!!
» FGL September 2014 Rates and State Approvals
» How Women Working Affect Social Security Replacement Rates 

• Pass It On! - These are great articles to share with clients or fellow colleagues 

• Weekly Economic Update 

View the full email here.
Categories: Kestler Connection

Part 3: 10 MORE Underwriting Niches You Might Never Hear About

Posted by: Adam Cavalier on 8/26/2014 | 0 Comments

Last year, I shared with you the top 10 most overlooked underwriting niches our team found in 2013. And in February, I shared with you 10 more.

As the second quarter of 2014 gets underway, our underwriting team has put together another set of 10 underwriting niches that we want to make you aware of for the rest of this year.

did you know:

The following are the top 10 unique underwriting niches to look out for in Q2 of 2014...

Categories: Life/LTC
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