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Lloyd Lofton is managing partner of 7 Figure Sales Tools, Marietta, Ga. Lloyd may be contacted at [email protected]
Articles by this author
How to identify annuity sales opportunities lurking in the midst of your clients’ financial challenges.
October 2018 | ANNUITIES | Read Article →
Tucked within the Insurance Barometer study are insights that can help you get inside the prospect’s head and lead their buying decision.
May 2018 | LIFE | Read Article →
Seminars can be an ideal marketing tool, but they can be a disaster without the right preparation.
October 2017 | BUSINESS | Read Article →
Buried within the tax code are a number of changes that can prompt a discussion with clients and position you as a valuable resource...
July 2016 | FINANCIAL | Read Article →
Failure to keep information updated and failing to make the right beneficiary designation can cause problems.
March 2016 | FINANCIAL | Read Article →
Some of the most crucial decisions your clients make will occur in the year or so before they retire. Here’s how you can guide them on the journey.
July 2015 | FINANCIAL | Read Article →
Ways in which statements, questions and objections can be used to help the prospect take action.
March 2015 | BUSINESS | Read Article →
A split annuity Roth conversion strategy can help your clients increase their spendable retirement income while reducing the conversion tax to a more manageable amount.
February 2014 | ANNUITIES | Read Article →
Single-premium whole life insurance can create a wealth transfer strategy to help your clients get the most from their assets.
August 2013 | LIFE | Read Article →
Many of your clients might be retiring
into “The Social Security Tax Surprise.”
September 2011 | ANNUITIES | Read Article →
A good leader is like a doctor who is able
to diagnose the strengths and potential
weaknesses of the organization – learn what
to watch out for and what you can leverage
January 2011 | HEALTH | Read Article →
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