Quick Hits: Spaghetti Marketing | FIA Sales | Biggest Risk

Spaghetti Marketing!

Spaghetti marketing (AKA Good Branding) raises all other marketing funnels’ ROI.

…If it doesn’t – it’s not working.

Here are your Quick Hits:

FIA Sales have hit a new high!

  • According to Wink’s Q4 2023 report: “Indexed annuity sales for the fourth quarter were $27.9 billion; sales were up 19.8% when compared to the previous quarter, and up over 29.1% when compared with the same period last year.”
  • Sheryl Moore, CEO of both Wink, Inc., and Moore Market Intelligence commented, “Indexed annuities have now sold over a trillion dollars, since their introduction in 1995!”

State of Retirement Study:

  • We used this study in Advisor’s Excel’s most recent whitepaper and it had so much good data in it, I wanted to share the whole thing for you to check out!
  • Here is a scary chart:

Top 1% Club By Country:

What’s the Biggest Risk Right Now?

  • Thought this was a super insightful piece to share with clients and prospects – or talk through on your shows this week.
  • “The simple answer here is the one everyone has been preparing for over the past 24 months — a recession.”
  • “The least satisfying answer for the biggest risk right now is something coming out of left field. The biggest risks are always the ones you don’t see coming. By definition you can’t predict those risks in advance.”
  • “There is a risk that you’ll abandon your investment plan and make a big mistake at the worst possible time.”