The Producers Firm

Help Your Client Have a Great Retirement As advisors, we play a pivotal role for our clients.?We have the skill and expertise to help them have an incredible retirement.?But what takes a good advisor to an exceptional one? ?A tried-and-true process has been refined over two decades.?Our Customer Rounding? program is designed to deliver a white glove client experience, uncover more assets, close business and MOST IMPORTANTLY help our clients to breathe easy and enjoy their golden years.

A recent article in Think Advisor titled,? Wave of Fixed-Rate Annuity Maturities Looms, Morgan Stanley Analysts Say By?Allison Bell??highlighted a massive opportunity is unfolding in the annuity market. In 2020, fixed annuity premiums surged, with most contracts carrying five-year surrender periods. Now, those surrender charges are expiring, freeing up $70 billion in assets—assets that could flow out of annuities or into new, higher-yield options. Many of your clients may be holding fixed annuities from 2020, earning just 2%, while today’s rates exceed 5%. With the right strategy, you can help them make the most of this shift while retaining and growing your assets under management. Competition will be fierce, but advisors with strong client relationships and the right solutions will win. Don’t let these assets slip away—let’s discuss how you can position yourself to capture your share. Schedule a quick strategy call today!?

Will Medicare Commission Cuts Highjack Your Business??? Change is the only guarantee in life.? There’s no doubt that we are seeing major changes in Medicare in this country and your commissions are on the chopping block.?Now is the time to diversify your business and still give your clients the service they rely on you for.? Don’t lose the livelihood you’ve spent years, possibly decades building.?Let The Producers Firm be your beacon in this storm.?

Medicare Agents: Is The Future of Your Business Is at Risk? Based on the recent Wall Street Journal article,?DOJ Investigates Medicare Billing Practices at UnitedHealth, and the Reuters article,?US Senator Grassley Launches Inquiry into UnitedHealth Medicare Billing,?should you be concerned about your future? The?Senate investigation into UnitedHealth’s Medicare billing?is more than just another corporate scandal—it’s a?major warning sign?for Medicare agents. With the?Justice Department now involved, the spotlight is on how Medicare Advantage plans are billed, regulated, and potentially?restructured?in the future. What does this mean for YOU? ???Potentially?Increased oversight and regulation—Compliance will likely get tighter. ???Potential commission cuts—If carriers face penalties, they’ll look to offset losses.?It already happened in the 2024 AEP ???Uncertain renewal stability—Changes to Medicare Advantage payment models could impact your long-term income. If?Medicare Advantage?is your primary source of revenue, now is the time to?diversify. Learn why you are in the perfect position to offer planning other than Medicare guidance with our?20-minute Practice Building Master Class Watch here ??https://lnkd.in/gUU4cdHq Or figure what your profit may look like by downloading our?Potential Profit Analysis. Don’t wait for changes to disrupt your business.?Be proactive. Adapt now. #MedicareAgents #UnitedHealth #MedicareAdvantage #InsuranceIndustry #TheProducersFirm

Do You Want a $21,000 Payday? ??10% more guaranteed income for life = Happy client ??$21,000 payday = Happy advisor ??Helping our advisor beat the competition = Priceless for The Producers Firm ? Listed to how our case discussion process helped one of our agents close new business and create a substantial benefit to a client’s retirement for decades to come. Working on a case??Reach out to me today! #RetirementIncome#MedicareAgents#Annuities#AdvisorSuccess#ClientSuccess

At the AssetMark Gold Forum that kicked off today. We attended the Women Advisor Forum that was inspired by Taylor Swift’s Eras tour. What a great panel of inspirational women.

Let’s Cut Through the Fluff How can you make sure that your’ re getting the best possible guaranteed income stream for your clients without sacrificing your time and sanity? With so many annuities out there with numerous bells and whistles, let us do the grunt work for you. By means of our case discussion process, we boil it all down so you can present the best possible options to the clients that you serve. Work with a team that truly understands the planning process and not just product pushers. #ClientFocusedPlanning#MedicarePlanning#RetirementIncome#AnnuityPlanning#AdvisorSupport

Unlock Annuity Success with Expert Guidance Choosing the right annuity and income rider for your client can be complex—but you don’t have to go it alone! At The Producers Firm, our Case Coaches? help you navigate products, tailor strategies to your client’s goals, and serve your clients with confidence. Watch this video to learn how expert support can turn uncertainty into opportunity—and help you deliver lasting retirement solutions. #Annuities #FinancialPlanning #MedicareAgents #TheProducersFirm #GrowYourBusiness

Too Much of a Good Thing??We Think Not Annuities are a phenomenal way to provide guaranteed lifetime income, but is one annuity enough for a retiree? Let’s talk about why it can make sense to have a laddered retirement income approach. Life is full of changes, let’s help our clients’ income keep up with those changes. #MoneyMatters#RetireComfortably#RetirementPlanning#Annuities#IncomeForLife

60% of investors are considering it, but many don’t fully understand the financial and lifestyle trade-offs. Medicare agents can help them find better solutions before it’s too late. How do you educate your clients on healthcare risks in retirement? Comment below?? #FinancialPlanning #MedicareGuidance #RetirementSecurity