Matt Neuman

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  Want to reach the masses? Try an ad on Facebook

  By Matt Neuman  |  January 15, 2013

  Here’s the story of one financial advisor who used Facebook to gain new clients.

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  Mail that Seminar Invite to the Lady of the House

  By Matt Neuman  |  July 13, 2012

  Are you currently sending direct mail and seminar invitations to the man in the household?

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  They Said No. Now What?

  By Matt Neuman  |  June 26, 2012

  Keep the lines of communication open and that prospect may come back to you.

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  Selling Indexed Annuities? Use Videos.

  By Matt Neuman  |  April 27, 2012

  Showing your clients real-life stories of how IAs helped retirees can be a powerful selling tool.

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  Annuity Players Adopt Their Own Suitability Standards

  By Maria Wood  |  November 11, 2011

  Even after the defeat of 151A, the annuity industry has seen increased regulatory scrutiny, including California enacting an annuity suitability law. But providers say they welcome it.

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  Variable vs. Fixed Indexed Annuities: A Fee Analysis

  By Matt Neuman  |  October 10, 2011

  Shouldn’t fees and a retiree’s goals be taken into account when buying an annuity?

• Your sequence of returns can sink a retirement plan

  By Matt Neuman  |  October 4, 2011

  Think rate of return is the most important measure of an investment’s success? When conducting client retirement planning, historical averages are misleading when looked at alone.

• Mount Everest: The advisor's retirement analogy for clients

  By Matt Neuman  |  March 29, 2011

  The vast majority of Mount Everest climbers prepare vigilantly to reach the summit, but fail to focus on the impending journey down. The same is true for your clients. How many of them have reached a financial "summit" and can successfully retire?