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BSMG Blog: Protecting the Future of Families and Businesses

Happy Independence Day From BSMG!

Happy Independence Day!

The sun is shining and the temperature is climbing! We wanted to take a minute to wish you all a Happy Independence Day. We have pulled out some fun facts to share with you below. Have a wonderful and safe holiday!

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Things You Need To Know About FIA's

 

Market volatility and low rates adversely affecting retirement assets?

Not with FIA's!

During high market volatility and low rates, advisors often lean towards FIA’s as a safe money asset; offering protection from potential loss, while still allowing for modest upside potential. 

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BSMG's 16th Annual Charity Invitational

On Monday, June 26th we hosted our 16th Annual Charity Invitational. Each year we host this event to support two local Rhode Island charities, Amos House and Day One. Amos House is a nonprofit social services agency that provides hospitality and direct services to the homeless and poor of Rhode Island. Day One is an agency whose mission is to reduce the prevalence of sexual abuse and violence as well as to support and advocate for those affected by it. Day One is the only organization of this kind and actively participates in national reform. 

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[Video Blog] Protect Your Clients' Retirement with QLACs


60% of Baby Boomers are More Afraid of Outliving Their Retirement Savings Than Their Death

How are you answering your clients' No. 1 fear of running out of money in retirement? BSMG's VP, Retirement Wealth Strategies, Rob Cantin, discusses how Qualifying Longevity Annuity Contracts (QLACs) can protect your clients' retirement income and increase your annuity sales. 

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8 Opportunities to Talk to Your Clients About Term Life Insurance

Term Life Insurance prospects are everywhere. You just need to know where to find them. Agents have shared countless stories with us about "picking up" clients in all kinds of places, from the gym to the grocery store line, even in the bar! There is a reason we've made selling term life insurance fast and easy; it is because there are so many reasons to offer it to your clients and prospects! Check out these 8 term opportunities that open a gateway into having the conversation!

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Insuring Your Client's Portfolio

 

What are you doing to ensure your clients' portfolios are protected? Here's how to implement a life insurance sales strategy that will protect your clients and the assets you manage.

How do you start the conversation of life insurance with your clients? Perhaps you begin by storytelling to help your clients visualize a situation in which their lives are impacted to show how life insurance would help. The scenario that's all too familiar is when the husband (or wife) dies and doesn't have life insurance. What happens to the surviving spouse? They're often forced to start spending down their investments in order to make ends meets. 

Their investments quickly deplete.

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[On-Demand Webinar] Impact of Tax Reform on the Insurance Industry

Brokers' Service Marketing Group brings you this expert on-demand webinar on the Impact of Tax Reform on the Insurance Industry. 

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Why You Should be Selling Fixed Indexed Annuities

 

What are you doing to diversify you're business and grow your clients' portfolios? With interest rates continuing to rise, regulatory changes and consumers seeking bundled options and simpler solutions, are you adjusting your sales approach?

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Today is the Day - The DOL Ruling

 
After playing the waiting game on the highly disputed Department of Labor's (DOL) Fiduciary Rule, the day is finally here...or is it?
 
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10 Benefits of a Well Drafted Durable Power of Attorney Document

As people age into their 80s, with longer life expectancies, their mental capacity is often diminished. This declining capacity presents an interesting issue which can impact whether continued gifting of premiums to Irrevocable Life Insurance Trusts (ILITs) can take place. 

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