Tuesday, September 21, 2010

Reaching Retirement Age

It is a good idea to review your portfolio with your financial services provider more frequently as you reach retirement age. Being sure to not draw out more than 6-8% per year in retirement savings can be beneficial in preventing you from spending down your account too quickly. You may also want to consider moving your risky investments to more secure or fixed investments. This could help prevent you from losing money in market downturns. It is also important to have adequate life insurance to offset any losses in your portfolio and to provide your spouse with lost income.

For more information visit http://www.newsadinsurance.com/

-Tom Newsad

Friday, September 10, 2010

2010 Life Agent Summit

I met with 40 of my colleagues Tuesday August 31, 2010 at Grange Life Insurance Company’s home office in Columbus, Ohio to discus the fundamentals of social media marketing. The discussion included:

• Using Facebook as a way to connect with your target market by using a professionally driven business page to educate consumers and build a stronger relationship base network of clients

• Using a custom driven website to attract life insurance clients

• Using clear, simple, easy to understand terms when describing insurance jargon to clients or talking about insurance policies

• Marketing to a broader area including Liberty Township, Monroe, Middletown, Hamilton, Fairfield, Oxford, and Trenton for all insurance services

• Understanding compliance and the way it affects businesses