Although last year was not all rainbows and sunshine, we can tick off several positive developments in 2021. For starters, many live events returned. Ted Lasso gave us another heartwarming season (winning seven Emmys). And William Shatner and Michael Strahan flew to space.  

Our AE Life team would like to thank each and every one of you for your continued efforts to add life insurance to your practice last year. During the recent World Series of Success in Orlando, we recognized AE’s Top 50 Life Offices in 2021:

TOP 50 LIFE OFFICES IN 2021

1. Sam & Chris Dixon
2. Secure Retirement Strategies
3. Jeff & Katie Buck
4. Bob Fugate
5. TriFound
6. Don Carter
7. Matthew Wilkes
8. John Convery
9. Keith Singer
10. Patrick Schmidt
11. Derek Overstreet
12. Chris Heerlein
13. Ken Heise
14. Matt Dicken
15. Kurt Fillmore
16. Ryan & Tyson Thacker
17. Susan Brasic
18. Kirk Cassidy
19. Jon Maxson & Pete Benson
20. Joe Lucey
21. Casey Weade
22. Greg Roumpos
23. Kathy Nolan
24. Christopher Graham
25. J. Biance Financial
26. Alicia Lewis
27. Scott Bretl
28. Doug Moe
29. Dennis Wilson
30. Michael Thaler
31. Justin Jenkins
32. Mike Greco
33. Steve Holland
34. David Brooks
35. Brian Decker
36. James Black
37. Jared Elson
38. Gary Marriage Jr.
39. Howard Kaye
40. Donald Shelton
41. Allen Neuenschwander
42. Stephanie Fullerton
43. Greg Elie
44. Barry Spencer
45. Roy Gagaza
46. Calvin Goetz
47. Hilgardt Lamprecht
48. Bryan Sarff
49. Troy Yeaple
50. Global Wealth Management

 

Honoring 5 Years in the Top 50

A select few of the offices listed above enjoyed their fifth year in our Top 50 — a monumental achievement! We are excited to recognize them for this rare feat:

1. TriFound Financial
2. Solitude Wealth Management (Greg Roumpos)
3. Beacon Capital Management (Jon Maxson & Pete Benson)
4. Senior Planning Advisors (Kirk Cassidy)
5. Oxford Advisory Group (Sam & Chris Dixon)
6. FSR Wealth Strategies (Scott & Josh Bretl)

 

2022: New Resources for the New Year

A new year can mean a fresh start … and a blank slate that can be intimidating.

Please don’t fret: Your AE Life team has you covered, with a wide range of materials to help you get the ball rolling in 2022!

• Click HERE for our Consumer Guides, including our two newest resources: “College Planning: Life Insurance or a 529 Plan?” and “IUL and Whole Life: Evaluating the Options for Savings-Oriented Life Insurance” by Martin H. Ruby.
• Taxes continue to be a top concern for many Americans. Enhance this conversation with our Power of Indexing chart, the History of U.S Tax Rates or the Taxable Income Chart. To view all of our Point of Sale materials, click HERE.
• Looking for Turnkey Marketing Kits with ready-to-go Facebook ads, landing pages, email drips and more? Click HERE to preview three Life-focused campaigns:
  • “A New Look on Life: Life Insurance as an Asset Class”
  • LegacyAccel focused — “A New Look on Life: Life Insurance as an Asset Class”
  • “Tax Planning in Today’s Economic Environment”
• Do you have clients sitting with excess cash on the sidelines? There may be a better solution for them to consider. Check out our Legacy Optimizer resources and LegacyAccel’s suites of resources.
• What better way to plan for your new year than to book an author to present at one of your seminars this year? We have four authors to choose from. Read more about these offerings HERE or email us at MeettheAuthor@advisorsexcel.com for more information.
• *New and Improved* Life Product Updates are now listed on the Daily Business Resources site. Check them out now HERE.

 

Tapping into 2022

Congratulations to Austin Todd for sinking a putt and being our lucky recipient of a Scotty Cameron putter. Make sure to stop by the AE Life booth at the Spring and Fall Journey for your chance to putt and win.

 

Cheers to You!

Thank you for another great year. As always, your AE Life team is here to help you with all your life insurance needs.

Cheers to your success in 2022!

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