Insight June 2021

This month’s issue of IRI Insight features timely resources on best practices for adjusting your business to accommodate changing client needs and expectations as we approach our “new normal.” Learn from this curated selection of blog posts and articles created to give you the latest “insight” on how to maintain and grow your business.

The pandemic presented an outsized challenge for advisors and financial professionals at every level—even the most successful. But what differentiated successful advisors and financial professionals was their power to pivot quickly. By confronting the pandemic’s impact head-on, they were able to stay one step ahead of the challenges and one step ahead of the competition. Learn the top four tips to successfully run your business in our “new normal” in this article written by Craig Hawley, Head of Annuity Distribution, Nationwide. 

Presented by Nationwide

 

Top 3 Practice Owner Takeaways from 2020

Matt Enyedi, LPL’s Managing Director of Business Solutions, shares his top three takeaways from working with advisors to help them pivot during the pandemic.

Presented by LPL Financial

Allianz Q&A Advanced Markets Book

The Allianz Q&A Advanced Markets book is a great resource to look for answers to many of the complex questions that occasionally arise in your business. With special emphasis on areas such as federal tax implications, retirement plans, and contract structuring, this publication provides pragmatic answers to some of the more common questions you may encounter as you conduct your day-to-day business.

Presented by Allianz Life Insurance Company of North America 

How Baby Boomers are Adapting to Technology in the Virtual World

More and more of our daily tasks are being handled with the click of a button. From getting groceries to retirement planning, baby boomers are using virtual tools to meet their everyday needs. The key for financial professionals is to utilize the right virtual tools that offer excellent customer service, easy accessibility, and continuous communication, but also let baby boomers work on their retirement goals right from the comfort of their own home.

Presented by American Equity Investment Life Insurance Company^®