2024 TAG Conference Follow-Up
21 Views
top of page
TAG Forum
Public·4 members
Admin Corner
Ask your peers for tips, tricks, and best practices on office management
63 Views
Kevin Giammalva
Oct 31, 2022
I left the admin conference with some questions on the items below. These are new(s) to me, and I'd like to know how your offices do (or don't do) what's listed below. If anything below is incorrect or shows a misunderstanding, please let me know that as well!
Log prospectuses for direct business, and account blotters for anything that a client paid a commission on
Post-review required: 529, mutual funds, advisory?, variable life, additional annuity contributions
Beneficiaries under CC account for mutual funds
Suggestions
Use this string to suggest ideas to improve your experience as a TAG member.
30 Views
Best Practices
Submit insights into best practices regarding technology, practice management, internal operations, or anything else of interest to you.
23 Views
Interesting News/Industry Insights
Share news articles and industry insights relevant to your business.
10 Views
bottom of page
TECH: Monday-HR system for personal activity tracking, separate cell phone for business/personal, Riskalyze legacy questionnaire preferable to the newer, more detailed version. Wealthbox-Brockmann's office using it, good experience so far.
MANAGEMENT: Entrepreneurial Operating System (EOS) by Gino Wickman a solid guide to building out a Service and Operations framework for small businesses.
PRODUCTS: RILAs have been good for the past year, Principal, Athene, Trustage have been good partners; Corebridge for VAs