BSMG Blog: Protecting the Future of Families and Businesses

Annuity rates have seen unprecedented increases in the past year. Now is a great time to take advantage of the best rates we have seen in a generation despite markets being relatively flat after a year of extreme volatility. For more details, check out the infographic below.

Congress has passed and President Trump has signed into law significant retirement reform which will go into effect on 1/1/2020.  The new law has many provisions which involve expanding and preserving retirement savings, administrative improvements, and revenue provisions.

One of the most important planning issues confronting a business owner is what happens to his or her share of the business upon death.

In today’s ultra-competitive financial planning marketplace, it takes more than a passion for cold calling and a pristine reputation for financial advisors to acquire new clients. 

Now more than ever before, Americans are pressed for time and have problems that need solving. In fact, it’s a safe bet that most of your prospects are facing critical life events for the first time and need your help.The tough part is... they might not even know it yet. It’s your job to spark interest with your prospects and get them to see that the grass is in fact greener on your side.

When we work with advisors at the POS we have found that these questions help open the eyes of potential clients to their need for planning and protection.

(1) Do you currently have a financial advisor?