You’ve done the work and you’re almost done with your exam prep curriculum. It’s time to take the test. You got this! Pearson Vue, state testing provider, offers dozens of time slots each day for state insurance exams. Step 1 – Sign Up for your testing time slot using our Step-by-Step Guide. Step 2 – Block 1 to …

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January 21, 2021
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by Wendi

Team Henry 7 Day Life License Study Guide

Your earning power is determined by the licenses you hold, but your field training is where you develop true expertise. Take your exam prep seriously but try not to over think it. On average it takes new people ~60 minutes per day for 2-3 weeks to finish the exam prep course. The image below gives …

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January 21, 2021
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by Wendi

Team Henry New Agent Getting Started

Congratulations on completing your curriculum and passing your state insurance exam! Step 1 – Visit Sircon and apply for your license. Insurance is regulated on state by state basis so before you submit a client application in a new state, you need to register with Sircon who manages agent compliance data so everyone knows who is authorized …

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Brand yourself for the career you want, not the job you have. In financial services, if people like you they will listen to you, but if they trust you, they’ll do business with you. To build that trust, you need a great professional image and to explain why you’re joining a financial services business. We use …

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January 21, 2021
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by Wendi

Team Henry Technology Setup

We use best-in-class technology to streamline team work, simplify scheduling and improve our client service. Get started with these great apps: 1. GroupMe. Create a free account and join the “Team MVP” group. 2. Google Chrome. Download Chrome and sign into the browser. 3. LastPass. Create a free account and then go to Chrome | Settings | Extensions. Search for LastPass and …

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Be sure to start with our first post in this series. What you don’t know about your 401(k) and 403(b) plan CAN hurt you. Hidden fees can reduce your nest egg by 50% or more. Compounding Transaction Fees In this post we focus on transaction costs from mutual funds offered within retirement plans. These hidden …

DRAFT Part 3: The Truth Behind 403(b) Retirement Plans Read More »

Be sure to start with our first post in this series. What you don’t know about your 401(k) and 403(b) plan CAN hurt you. Hidden fees can reduce your nest egg by 50% or more. While this report by the U.S. Department of Labor (DOL) found at least 17 different fees that can be charged …

Part 2: The Truth Behind 403(b) Retirement Plans Read More »

What you don’t know about your 401(k) and 403(b) plan CAN hurt you. Hidden fees can reduce your nest egg by 50% or more. In a 401(k) or 403(b) plan, your account balance will determine the amount of retirement income you will receive from the plan. While contributions to your account and gains on investments …

Part 1: The Truth Behind 401(k) Retirement Plans Read More »

Summary We have withdrawn $100K from our 401(k) and are spreading the taxes over three years. This is the max allowed by the CARES Act, and access to this provision expires December 30, 2020. We haven’t decided where to reinvest yet, but starting tomorrow the cost for this withdrawal goes back up to include the …

CARES Act – Last Day for Penalty Free Withdrawals from 401(k), 403(b), IRA Plans Read More »

High performance sales culture doesn’t just happen. You have to be deliberate and consistent and communicate about it. At Xamarin, we built a sales team of 110 with a 5-star Glassdoor rating, less than 3% turnover, and we grew our business at an insane pace (triple, triple, double, double baby!) culminating in a tremendous exit when we …

1035 Exchange Strategy for Insurance and Annuities Read More »

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