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Vision Advisors, Inc.
США
Добавлен 26 июл 2018
Our video library of the latest products, news, and training. Please see our playlists to locate specific information and webinar archives.
Vision Advisors is committed to bring its producers the very best in creativity, innovation, and technology to help you achieve a high level of success. Our guiding vision is to provide every producer with value. Value means measurable usefulness. When partnered with us, you’ll experience the value of working with Vision Advisors. We provide all our producers with vision…along with an action plan; and all the resources necessary for business growth.
Vision Advisors is committed to bring its producers the very best in creativity, innovation, and technology to help you achieve a high level of success. Our guiding vision is to provide every producer with value. Value means measurable usefulness. When partnered with us, you’ll experience the value of working with Vision Advisors. We provide all our producers with vision…along with an action plan; and all the resources necessary for business growth.
10 Traits of Highly Successful Sales Organizations
What do successful organizations, and the individuals who run them, do that other unsuccessful organizations don't? That question is answered in this informative sales-focused workshop.
Просмотров: 85
Видео
Take a Fresh Look at Nassau Re
Просмотров 39Год назад
Take a fresh look at the Nassau Re portfolio of FIAs and MYGAs in this high-level webinar, with particular emphasis on their new Bonus Annuity.
Social Security's Lump Sum Offer
Просмотров 439Год назад
If your clients were offered a 6-month, retroactive lump sum payment from Social Security, would you advise them to say "YES" or "NO" to this offer? Short answer, it depends. In this training, we highlight the Social Security Lump Sum Offer and provide some insights to help you help your client make an informed decision. (This presentation has not been endorsed nor reviewed by the Social Securi...
MORE Money 2 Market
Просмотров 83Год назад
Learn the details of our enhanced 2023 Money 2 Market Initiative, with even MORE money available to help pay for your marketing. And this is on top of any carrier incentive programs to help you grow your business. Details inside this issue of "Insight with Vision."
Meet the Millennials
Просмотров 40Год назад
The largest demographic currently engaged in the workplace. It's an idealistic generation that views the world (and MONEY) much differently than their parents and grandparents. Here's what you need to know about Millennials (Gen Y) if you want to connect and engage with them.
Financial Wellness An Overview
Просмотров 12Год назад
Employers are increasingly open to offering Financial Wellness Lunch N-Learns in their business, as it improves morale, productivity, and performance. It reduces stress and turnover. It also uniquely positions YOU as the Go-To person to help his or her employees (and the business owner as well) with financial planning needs. What's inside our Financial Wellness Marketing Initiative. Let's take ...
Vision Success Academy - Backstage Tour
Просмотров 33Год назад
What's inside the Vision Sales Success Academy? In this backstage tour, you're going to get a sneak peek at several turnkey marketing initiatives, targeted sales training, and how you can have your own digital marketing platform to engage and stay connected with clients and prospects. For more information, contact Vision Advisors (800-505-8489, Ext 0) to speak to a Business Consultant or Market...
Who's Retiring Early?
Просмотров 34Год назад
If you knew which marketing demographic was MOST focused on planning for retirement, and an early retirement at that, would you want to know more about these individuals? That's the topic of this Insight with Vision podcast.
Understanding Generation X
Просмотров 1,4 тыс.Год назад
Born between 1964-1980, Gen Xers are the "Sandwich Generation" living life between their Boomer parents and Millennial children. Their view of the world was jaded by a number of horrific events, and as "Latchkey Kids" they essentially raised themselves. They're about to inherit $64 Trillion in wealth, but are financially illiterate and deeply in debt. They want, and need, help, and they are in ...
Your 12 Month Marketing Plan
Просмотров 123Год назад
What if you could create an entire One-Year Marketing Plan in a single day? In this workshop, you'll learn how to do just that by using S.M.A.R.T. goal planning to map out your daily, weekly, and monthly activities to put more butts in seats, create more opportunities, write more business, and enjoy more referrals from satisfied customers. Need messaging content? We have that, too!
Leading With Freedom
Просмотров 60Год назад
It's a NEW Year, and a NEW product from Legacy Marketing Group, the LibertyMark Freedom. A powerful accumulation-focused FIA with a strong upside opportunity. No MVA, optional bonus, and an optional enhanced death benefit, all backed by a strong A-rated carrier. Details on this product can be found here.
When Your Kids Say NO to College
Просмотров 54Год назад
What happens when your client's children inform them they will not be attending a University or Vo-Tech College after graduating high school, even though their parents have been funding a 529 Savings Plan to pay for these expenses? The SECURE Act 2.0 now offers yet another solution, a Roth IRA conversion option to qualifying 529 account holders.
Before You Defer RMDs
Просмотров 70Год назад
The SECURE Act 2.0 has extended the RMD minimum age to 73 starting in 2024, and extending to age 75 by 2033. But does it make sense to continue to defer, or are your clients creating a potential income tax bomb for themselves and their beneficiaries?
$68 Trillion and Counting
Просмотров 32Год назад
One of the largest intergenerational transfers of wealth, estimated at $68 Trillion, will transfer over the next 15 years, with $34 Trillion of that likely transferring between 2023 - 2028, mostly going to Gen Xers. How do you, as a Financial Professional, help them prepare to receive, manage, and later transfer the wealth that remains to their children and grandchildren?
SECURE Act 2 0 First Glance
Просмотров 86Год назад
Here's a "first glance" look at the SECURE Act 2.0. Time-sensitive information you need to know as it relates to RMD changes, as well as increases in retirement plan contribution "catch up" limits. More to follow as we receive additional details and clarity around this new legislation.
Missing Opportunities Using Tax Free Exchanges
Просмотров 32Год назад
Missing Opportunities Using Tax Free Exchanges
What's In the Estate Planning Marketing System?
Просмотров 78Год назад
What's In the Estate Planning Marketing System?
Annuity Case Prep: Info You Need to Gather
Просмотров 26Год назад
Annuity Case Prep: Info You Need to Gather
Thank you for sharing this. "We are just the messenger"
great video 📸👍
God bless Dr. John C. Maxwell 🙏💕
I'm very blessed sir
17:25 it’s to concern to question with Positive attitude, to solve the problems that are the Ways of the Revolution going. I thought everything is connected with different of deeper problems meaning the connection how to take in time with to communicate with each other’s. I don’t think it’s working for prolonged time without today moments. I don’t think it’s mixing with all problems made it’s working since I work on with each other’s and humans problems each problems are different and I took time each problem is different solutions. 17:25
1. value of connecting with others 2. authenticity 3. confidence 4. hope 5. simplicity 7.lucky 8. leave comfort zone 9. practice 10. give 100%
Speaking for myself im not trusting of people or technology doesn't mean I don't know how stuff works also I was adopted by silent generation parents so I'm very stingy with money and I have made big dollars and travel alot I'm 53 and go everywhere all the time life is great for me because I was really neglected and now I can use that to my advantage unlike my fellow gen x people I never believed in social security because the government lies I'm also living out my retirement in Mexico who says I got to live in the USA so uncle joe can steal my money
You didn’t mention the exceptions to the secure act. If I am the same age as the account holder I can still withdraw over my life expectancy.
This is about right.
Do the same RMD rules (Year 1-9 RMD’s must be taken) apply to an inherited ROTH Account?
Generation X are the current generation that are at the height of their careers and responsibilities that go with it. We are taking care of parents, children and possibly a relationship. My generation is not broken, we have too much life on 1 plate. We take care of everyone and put our needs, emotions and heath on hold. We need a platform to tell our story.
i agree
Gen x are going to off them self more then any other generation when they reach their 75+
That's very possible.
I'm very blessed with this teaching ! Thanks Papa John....! ❤😊
NEW ACT GOES INTO EFFECT NOW IN 2023 NOT 2024
You can thank Trump for the stupid secure act.
It beats opening the borders and letting millions of illegals in and just printing more money to satisfy debt payments.
Are yearly RMDs required by a designated beneficiary for an inherited ROTH IRA from a parent that passed after 2020? Or does it only apply to Traditional and NOT Roth? The IRS statement inFeb 2022 seems to be confusing everyone, especially with Roth IRAs.
ERISA 404(c) Note: The financial education element is one component of satisfying 404(c). For a complete breakdown of how an employer can satisfy their 404(c) obligation and in doing so help to insulate them from litigation should an employee lose money in their investment accounts, please contact our office for a breakdown of these obligations.
🙋 Promo sm!!!
I have a degree in accounting. That means I know enough to hire a good advisor.
For more information or to get appointed, contact us at www.visionadvisorsinc.com
Does that mean we would have to convert a regular IRA into a ROTH IRA ?
❤️ քʀօʍօֆʍ
Our childrens’s are devising into 3 different groups, when they get to college, the best group is the one who’s are so excited to learning the unknowns, and they have got the plan for their future, and the second group, which they are not sure what they are looking for, and they will be able to finished their studies, and then they are going forward with the same quality of living conditions, until something happens in their life, which changes all their entire life, and the third and final groups, are the kids who’s are not built up to study into the college and higher education, and they have their own quality and capability for some other things which the other 2 previous groups can not do it , and this is the beauty of our nature’s!
He must’ve been talking to a dull audience bc the humor is going over their heads! I don’t mean that as an insult, they need to loosen up a bit. He loves coming to West Texas for Sewell Leadership Conference and I see why. We love him. He’s our friend. He comes out here every year!
I have a IRA annuity that gives me interest income on monthly basis, can the monthly income be converted to Roth by first rolling it over to ira rollover account(no tax on monthly income) and then converting(pay taxes) to Roth, it should be conversion not contribution. because contribution will have a limit of $6000/$7000 but conversion will not have any limit. Goal is to increase amount in Roth breaking the barrier of $6000/$7000. No where in google search some has asked this question.
This video is really motivate! I need them! When I hear these words in the morning, it starts my day off in the right way. I found these video of John Maxwell that makes my day better. ruclips.net/video/Ry1PnkYbsHA/видео.html
This is a very good video. Anyone in leadership should listen carefully to this.
I have a question does Christians believe in luck or Lucky?
No
Very enriching talk. Thank you for sharing this video.
This is insightful
Talk starts @ 7:20
Thank you
Much appreciated
With all non-guaranteed UL products, the COI charges become onerous after age 70. These charges absolutely decimate the policy in later years, substantially eroding cash values and often causing the policyholder to deposit much more cash or have the policy lapse. Adding additional rider charges exacerbates this situation. Before purchasing this contract, I would ensure that I understand the level of COI charges per $100,000 of net coverage, at ages 70, 75, 80, 85 and 90. I would ensure that I reviewed illustrations of the product that assume market performance that is substantially worse than average. In general, whole life insurance policies issued by large mutual insurance companies work better for true permanent life insurance, as the cost of the insurance itself does not massively increase in the later years, as with UL. And if I had a client who was primarily concerned with guaranteed retirement income, I would introduce them to a competitive fixed index annuity product with an income rider that is not dragged down by additional rider charges. Remember, if we expect one product to do everything, it will probably do nothing really well. Kind regards./Warren E. Barnes, CPA (licensed in Massachusetts and Vermont)
The key to helping families is meeting families.
Learn to laugh at yourself and you’ll always be amused
Great job!
This is awesome. The part at 1:28 is my fav. This tip is like the vids from Doctor Jarvee Adi! She is an expert in the automation tool Jarvee and that is why they call her Doctor Jarvee. Go check her brand out and give Adi a like here! ➡️ #JarveeIGAutomationAdi
I am just the ass who carried Jesus.
So underrated
Very beautiful video,three weeks ago I received the same product from replicaclubs..ru
0:54 virtual-chat-girls.online
Psychiatry is a scam run by
"Dear God, I've figured it out, m getting a bar stool. "
A lot of good wisdom
Hahahaaha! I love replacing these IULs. The policy lapses after 21 unless you add even MORE money into the policy. I have a copy of one of your policies, and its a damn ripoff!
@@thebeautydevotionals can u prove that im lying?
@@thebeautydevotionals I'm waiting for you to prove me wrong.
0:23 crazy-girls.online
The Science of Selling (Hoffield Group)- Available on Amazon.com www.amazon.com/dp/0143129325/?ref=exp_loc_pl_imgagloballeadership
Sell With a Story - Available on Amazon.com www.amazon.com/dp/0814437117/?ref=exp_loc_pl_imgagloballeadership