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4 Questions that Simplify Social Security Benefits
4 Questions that Simplify Social Security Benefits It’s highly likely your clients have questions about retirement and more specifically around social security. But they may not be sure what to ask except for “when can I retire?” and “when should I collect?”...
15 Scary Retirement Statistics
15 Scary Retirement Statistics America’s retirement crisis is the most gruesome wreck you’ll find on Main Street. Victims happen every day amid a financial bloodbath of too much debt, not enough savings, and stalled wages. We can’t look away — nor should we. More than...
Noble Exchange Principles
Noble Exchange Principles These noble principles are very important ways to distinguish ourselves from other companies. You may find higher personal production contracts outside. Do you really want to be a personal producer forever? You will never find...
Commanding Peoples Brain To Listen
"I know you think you understand what you thought I said but I'm not sure you realize that what you heard is not what I meant"- Alan Greenspan Commanding Peoples Brain To Listen We all say great things to people. But the people aren't listening! So do we need more...
Jim Rohn: 3 Money Habits That Separate the Rich From the Poor
Three Money Habits that Separate the Rich from the Poor It all starts with the same amount of money—just a different philosophy. Jim Rohn Here is an exciting thought! Why not work full time on your job and part time on your fortune? And what a feeling you'll have...
A system for endless appointments
How to create an endless supply of nice warm referrals and an endless supply of qualified appointments... You run the system and the system will run the business.Slide Show List building from Bryan Daly
Coach Tucker Shamgar
Coach Tucker (Shamgar) 1) he got started right where he was 2) did what he could 3) he used what he had 3) he did it with everything in him.
Check the Numbers
Three Key Words To Remember: Weigh, Count And Measure By Jim Rohn Jim Rohn motivational speaker and author Three key words to remember: weigh, count and measure. Now why weigh, count and measure? To see what your results are from your activity, your attitude and your...
The Odds are Against You
The Odds are Against You THE ODDS ARE NOT IN YOUR FAVOR! DID YOU KNOW that only five percent of people succeed and 95 percent of the people fail, no matter what realm of life or work you're looking at. It's true. Just one out of 20 people will ever achieve their goals...
How to follow up after a networking event.
How to follow up after a networking event Some tips on how to follow up after a networking event Following up with your new contacts is one of the most important steps in the networking process. What will make you stand out from all the other people networking?…...
The Conventional Financial Wisdom is DEAD Wrong.
The first important thing to understand is that no one is driving this economic trend that we were all riding on. Look inside the locomotive pulling this out of control train, and you won’t find the U.S. president, the Congress, the Federal Reserve Chairman or any...
Did you know there was only one kind of money?
There is only one "kind of money"? Do you know what that is? Not enough!!! The cold hard truth is the just about everyone in the world is looking to separate you from your money. What makes us different? We don’t separate people from their money. In fact by working...
20 Things Mentally Tough People Do
20 things mentally tough people do from Bryan Daly
THE BIG ROCKS OF LIFE
THE BIG ROCKS OF LIFE A while back, I was reading about an expert on the subject of time management. The story goes that one day this expert was speaking to a group of business students and to drive home a point, used an illustration that I’m sure those students will...
Famous talks from Vince Lombardi
Famous talks from Vince Lombardi Teamwork “The achievements of an organization are the results of the combined effort of each individual.” “People who work together will win, whether it be against complex football defenses, or the problems of modern society.”...
Ten Common Estate Planning Mistakes to Avoid
Contrary to popular belief, estate plans are not just for the rich and famous. Most people have at least one thing of value -- such as money in bank account, a car, a home. The reality is that many people could benefit from having an estate plan in place. Not only...
Estate Planning Failures of the Rich and Famous
MAY 2014BY: STEVEN MORELLI James Gandolfini will be remembered for many things, and one of them might be surprise endings. Fans of his Tony Soprano character will be forever perplexed by the sudden, jarring end to “The Sopranos,” the groundbreaking HBO series. In the...
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Year-End Charitable Gifting
Year-End Charitable Gifting | December 01, 2017 What should you keep in mind as you donate? Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially...
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Money Problems in America
The scary numbers...short video
Debt to Wealth Training
Debt Into Wealth Nulla porttitor accumsan tincid. Cras ultricies ligula sed magna dictum porta. Nulla quis lorem ut libero malesuada.Donec rutrum congue leo eget malesuada. Vivamus suscipit tortor eget felis porttitor volutpat. Quisque velit nisi. Get Started 100%...
How To Maximize 401(K) Returns By Choosing The Self-Directed Option
How To Maximize 401(K) Returns By Choosing The Self-Directed Option In the 1980s, a new type of retirement product began changing the market in the same way exchange traded funds (ETF) are changing it today. These 401(k) plans, named after subsection 401(k) of the IRS...
10 Ways to Create Beach Money
Adapted From the book Beach Money by Jordan Adler When you achieve a passive residual income that pays you whether you go to work or not, you can live anywhere in the world that you choose. You may choose to live on the beach, in the city, in the mountains, on a...
Responsibility, Blame, Fault and Victims
Responsibility, Blame, Fault and Victims. Responsibility often it gets confused with blame, (or assigning blame to others) which of course implies that someone or something is at fault. And it always has a negative flavor to it; no one opens up their...
You Must Set Yourself on Fire!
The idea here is that you won’t become a success at what you want to do (get so hot you are ‘on fire) by accident or luck (spontaneous combustion) but only by desire and very hard work (setting yourself on fire). To do something really big in your life requires a...
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Increase Cash Flow
Financial freedom is achieved not only through accumulation but also by practicing expense reduction and debt elimination. If you do not know your current financial position, it is impossible for you to live your ideal life style or to properly plan for your future....
One Kind of Money
There is only one "kind of money"? Do you know what that is? Not enough. The cold hard truth is the just about everyone in the world is looking to separate you from your money. What makes us different? We don’t separate people from their money. In fact by working...
Six-Step Solution
1) Increase Cash Flow We look for money where it normally hides. We look for ways to free up money that your already spending and redirect that help create greater financial security. It's very simple when you know how. 2) Ensure Proper Protection. To make...
Financial Concepts
Topics covered Compound Interest & Rule of 72 Biggest Wealth Killer High Cost of Waiting Unnecessary Transfers Opportunity Costs Be The Bank Eleven Ways to “Find” the Money The REAL Retirement Miracle Financial Concepts and Be The Bank from Bryan Daly...
With the recent DOL Fiduciary rule did insurance agents dodge a bullet?
With the recent DOL Fiduciary rule did insurance agents dodge a bullet? Maybe yes Maybe No. Is the sky falling? What can agents do to fully comply with new DOL fiduciary rules? I would highly recommend becoming a fiduciary investment advisor…RIA, Registered Investment...
Start Before You Feel Ready
After speaking with our group, Sir Richard Branson sat on a panel with industry experts to talk about the future of business. As everyone around him was filling the air with business buzzwords and talking about complex ideas for mapping out our future, Branson was...
Anatomy of a Verbal Business Card
Some tips to improve your Verbal Business Card Your Verbal Business Card By Bryan Daly What do YOU do? Your best opportunities for making connections with a new contact lie in letting the other person do more of the talking. Your Verbal Business Card: Do...
How to BREAK THE ICE when Meeting New People
How to BREAK THE ICE by Bryan Daly A simple way to feel comfortable meeting new people. Many times we are not sure how to open a conversation so we avoid one. Have you ever felt awkward in social situations, networking events? This is a great way to warm up to...
The dually-licensed advisor
It takes two: The dual-licensed advisor Quick quiz: Name the two products about which financial advisors field the most unsolicited inquiries from investors. Hint: One requires an insurance license to sell and the other, a securities license. The products that prompt...
Increase Your Networking MOJO
Networking is the key to success in business, says Keith Ferrazzi, business coach and author of "Never Eat Alone," a book about the power of relationship building and networking. Professional Networking done correctly helps you find jobs,...
The Magic of Compound Building
Our challenge to you is to dare to dream again. Develop a Passion for Our Mission
10 Reasons to Ditch the 401(k)
10 Reasons Millennials should ditch the 401k by Jay Beattey | Aug 5, 2016 | Millennials, Personal Finance, Retirement, Wall Street, Wealth Building | Millennials tend to get the same tired, mainstream misinformation that trapped my generation into things...
Did insurance agents dodge the DOL fiduciary bullet?
With the recent DOL Fiduciary rule did insurance agents dodge a bullet?
Maybe yes Maybe No.
Is the sky falling? What can agents do to protect themselves? I would highly recommend becoming a fiduciary investment advisor…RIA, Registered Investment Advisor
What do winners do? Do it! Do what?
Do It....What is it? Work 4 nights a week and Saturday field training Shoot for two appts per night Have part timers take a day off....Half day off Get at least 5 fact finders per week Produce at least $10,000 a month in your base Have 10 recruits a month in your base...
Winning
Winning • Is an attitude • It is a commitment • It is a vision of your future • Is a goal set and achieved • A symbol of your expectations • A way of life • A way of tracking how you’re doing • It’s positive reinforcement • A faith in your future • It’s a Mental...
Don’t just be in sales; be on a mission.
Don’t just be in sales; be on a mission. Be so convicted in what you do that you have no choice to tell everyone you know about it. Don’t just be closing deals; be changing lives. Don’t just be pushing products; be transforming customers. Don’t just be selling; be...
THE ODDS ARE NOT IN YOUR FAVOR!
The Slight Edge Philosophy by Jeff Olson When you were a tiny, little child, you made your way around the world on your hands and knees crawling. Everyone around you was walking and one day you got it into your head to give that a try. So, little by little, you worked...
Love People enough to….
Seven Words to Eliminate
What is our deepest fear?
"Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness, that most frightens us. Your playing small does not serve the world. There is nothing enlightened about shrinking so that other...
How to follow up after a networking event
Some tips on how to follow up after a networking event Following up with your new contacts is one of the most important steps in the networking process. What will make you stand out from all the other people networking?… If you follow up with every single person. The...
Decision 1: The Responsible Decision
Decision 1: The Responsible Decision The Buck Stops Here From this moment forward, I will accept responsibility for my past. I understand that the beginning of wisdom is to accept the responsibility for my own problems and that by accepting responsibility for...
You can never have true freedom unless you have responsibility.
You can never have true freedom unless you have responsibility. We "OWE" our people two things 1) Examples of success 2) A system that produces success The RVP is TOTALLY RESPONSIBLE for EVERYTHING that happens in his region. An RVP CANNOT blame anyone else for any...
Knowing what to do will never be enough.
5 Second Rule...5...4....3....2...1....GO! by Mel Robbins If you are reading this then you know exactly what you need to be doing in order to get what you want. There is nothing that I could tell you about how to get what you want that you don’t already know,...
Finding The Time To Prospect Even When You’re Completely Swamped
Finding The Time To Prospect Even When You're Completely Swamped Finding the time to prospect can be a huge challenge for many of us. Here's an easy way for you to ALWAYS keep up. Each day, before you head off to conquer the world . . . Send 3 emails, to 3 people, you...
Which One LOOKS like FREEDOM to you?
Which One LOOKS like FREEDOM to you?
You can’t retire properly without some sort of annuity…. FACT
It’s not my opinion it’s just a mathematical, scientific and economic fact. You cannot retire without some sort of annuity in your portfolio. And those are just the facts. And here’s why You see there are a lot of risks in retirement. There is market risk, there is...
Fundamentals of Prospecting
There are no shortcuts to building something good and special No. 1 ---- Two ways to prospect: • Recruiting first and then selling the recruit if he needs and wants the product. (You cannot require recruits to buy) OR • Getting a client and then recruiting the client....
Change the script of your life
POSITIVE SELF-TALK Success results from our actions Actions are filtered by our feelings Feelings are based on our attitudes Attitudes come from our beliefs Beliefs are purely programming Summary of five major premises of self-talk from What To Say When You Talk To...
I Have a Decided Heart
Decision 4: The Certain Decision by Andy Andrews Travelers Gift I Have a Decided Heart A wise man once said, “A journey of a thousand miles begins with a single step.” Knowing this to be true, I am taking my first step today. For too long my feet have been tentative,...
Who are the ONLY people we can’t help?
Who are the ONLY people we can't help? Answer: victims. Responsibility, Blame, Fault and Victims. You may or may not be causing it and others may or may not to be blame but you are responsible. "I did not ask who's fault it was ...I asked who is responsible." When...
Top 10 reasons why this is the best time in history to be in the financial business
Top 10 reasons why this is the best time in history to be in the financial business By Bryan Daly, May 14th 2017 This is the greatest time ever to be in our business, and many financial professionals don’t even realize it. Ok, here are the 10 reasons: 1. This...
When it come to Retirement Plans what is the difference between… Good… Better…. and Best? about 300% to 200% more money!
When it come to Retirement Plans what is the difference between Good... Better.... and Best? about 300% to 200% more money! When people ask about IRAs and 401(k)s, I remind them that these may have once been good vehicles at one time for saving for retirement but...
What is sales? What is selling?
“Selling is giving: giving time, attention, counsel, education, empathy, and value.” from the great Bob Burg Bob Burg.com “In fact, the word sell comes from the Old English word sellan, which means—you guessed it—'to give'.” “When you spend time with a genuinely...
Four Step Approach
A 4 step approach that is very effective. You use it in a very casual manner with people you know, and with new people you meet. 1) I got a GREAT STORY to tell. 2) It takes 2 WHOLE minutes. 3) It might make you a lot of money, it might not. 4) Want to hear it? Because...
The Stock Market: Repeat until Broke
No Brainer Prospecting
No Brainer Prospecting 1. YOU: "DO you have money in the "market"? or “By the way, how are your investments doing IRA 401k?” (If they answer is, “I don’t have any investments.” You : Does that concern you?…) 2. THEM: “Fine…” 3. YOU: “May I ask what your rate of return...
Trillions of Reasons to be in the asset managment business
No FISH here ,,,,Let's move on.... An Ocean of money out there! Need a reason how about Trillions ( $1 Trillion Dollars added to AUM with RIA's (below)) Pure Recurring, Residual, and Compouding Fee Revenue on $1 Trillion in "new" Assets Under Management (AUM) is...
How Much Does Coffee REALLY cost?
$61,555 after 20 years (zero coffee) and 5 more years of Growth Check detail
My Notes: “The Millionaire Next Door”
“The Millionaire Next Door” The Surprising Secrets of America’s Wealth By: Thomas J. Stanley, Ph.D. William D. Danko, Ph.D. Why aren’t I as wealthy as I should be? Most people have it all wrong about how to become wealthy in America. It is seldom inheritance or...
When Networking DON’T be that guy
“NEVER EAT ALONE” Keith Ferrazzi The word networking can have a negative perception for many people; they imagine some guy shaking their hand, smiling, and marking them down in a Rolodex somewhere as merely another asset to tap someday. While there are people out...
Put Your Trust in ACTION
And when in doubt, think of Dale Carnegie and his rock solid advice: “Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy.”
Can you FAIL your way to success?
Can you FAIL your way to success? Short answer is YES if you can fail FORWARD! Failing Forward Turning Mistakes into Stepping-Stones for Success By John C. Maxwell The Big Idea Failing forward tells you how to look at life’s setbacks and learn from your mistakes. If...
700,000 reasons to believe in living benefits
Dr Johnathan holding check we paid for over $ 700,000 tax free for cancer diagnoses now all clear what a great company
Inventor of 401k says: He created a monster
Ted Benna, a retired benefits consultant, is sometimes called the father of the 401(k). He now thinks it gives individual savers too many opportunities to make mistakes. PHOTO: THE WALL STREET JOURNAL The inventor of the 401(k) says he created a ‘monster’...
Why nobody ever went broke saving money!
When would now be a good time to start saving and investing? And why nobody ever went broke saving money! Our habits are developed over our lifetime – good and bad. Our habits are a reflection of the things we believe, the things we read and listen to and our choices...
Is there enough evidence to convict you of being in business?
Are you really in business? Would there be enough evidence to convict you of being in business? To answer this question, you must ask yourself another: How many people have I shown my business and/or products to in the last 24 hours? If the answer is none, then you...
Run Your Business Like a Business
1. Treat your business like you invested a million dollars to get it started, rather than as a hobby you work when you have time and you will see much quicker and bigger success. If you invested in a McDonald's franchise, you would work 15 hours a day for years to...
You need a business plan!
Schedule success. Most agents don't have a daily plan. This is odd, because in the traditional business world, it's rare to find a business owner without a business plan. So, Your plan should include your WHY (the reason you are in the financial business), goals...
How Indexed Universal Life Credits Interest
A very basic way to understand how Indexed Universal Life (IUL) credits interest is to think of it like a very simple game where you flip a coin 10 times. There are then two ways to play the game. In Game 1 you win $100 for every head, and lose $100 for every tail....
Index Crediting Explained
INDEXED CREDITING BENEFIT EXPLAINED Let’s briefly explain the basic mechanics of an index crediting method against the raw performance of an index like the S&P 500. In the first year, the S&P 500 earns 100% of what the S&P 500 earns. The IUL policy is...
Recruiting Big Hitters
Daly Builder Note Just about every recruiter would like to recruit a BIG HITTER. You know the kind of person who jumps on board, brings in hundreds of people, builds a massive network, and climbs to the top rank in your company - and you are their sponsor. Well the...
The Cracked Pot: A Story For Anyone Who’s Not Quite Perfect
A waterbearer in India had two large pots, one hung on each end of a pole, which she carried across her neck. One of the pots had a crack in it. While the other pot was perfect, and always delivered a full portion of water at the end of the long walk from the stream...
Do you know the answers to these 4 questions?
1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy? 2. How much do you need to save on a monthly or annual basis to be able to...
Audio Recordings Playlists
3 Big IUL Myths
As an advisor, you’re in the business of helping clients achieve financial independence. A key aspect of creating this reality is setting them up to live comfortably and confidently throughout retirement, no matter how many years that may last. In the process of doing...
10 Business Building Tips
1. How To Gain attention: Quickly gain a person's attention by asking a question that starts with "I'm just curious . . . how do you feel about working hard every day, so the owner of your company can have a bigger house?" The I'm just curious beginning will grab...
Set Yourself on Fire
There is an old saying that if you are on fire with enthusiasm, people will come from miles around to watch you burn. In other words, if you are excited about your business, people will want to join you. Now, there is a difference between legitimate enthusiasm and...
Commanding Peoples Brain To Listen
We all say great things to people.
But the people aren’t listening!
So do we need more good things to say … or do we need to learn how to get our people to listen to the good things we are already saying? 🙂
It is obvious. All of our talking is wasted on deaf ears.
The person’s conscious mind can only hold one thought at a time, and trust me, it’s not our thought.
With the recent DOL Fiduciary rule changes did insurance agents dodge a bullet?
With the recent DOL Fiduciary rule did insurance agents dodge a bullet? Maybe Maybe not. Is the sky falling? The three main reasons why insurance agents should consider becoming an RIA Registered Investment Advisor: 1) Protection from regulation 2) Earn significantly...
The Short Story
A Smarter More Complete Alternative to 401K or IRA [youtube=http://www.youtube.com/watch?v=WRuredr1gRY] Tax Free & Risk Free Income The Little Known IRS Sec.7702(a) allows you to : Invest after- tax funds, without limits. Never suffer losses on your investment....
Who We Are
Our Vision We are determined to improve the saving habits of today’s families by bringing them the latest in financial services concepts and products. Our Mission Our Mission is to create wealth for families. Whether the goal is managing debt, saving for retirement,...
The Real Secrets of Money and Finance
The Real Secrets 1. Never Pay More Tax Than You Have To 2. Never Let Your Money Stop Compounding 3. Never Lose Money 4. The Shocking Truth about Retirement Plans WordPress Tags: Real,Money,Stop,Lose,Truth,Retirement,Plans