The appointment proses
5:59
Ай бұрын
Why You?
6:24
Ай бұрын
IRA to IUL conversions
7:13
2 ай бұрын
Roth Conversion Using Annuities
7:40
What's an RMD?
9:40
2 ай бұрын
Building your personal brand
9:06
Be Careful Who You Listen to!
8:25
The importance of tax planning
5:17
Three Levels of Marketing
7:54
Жыл бұрын
Why do you Suck at Recruiting?
8:54
2 жыл бұрын
Пікірлер
@BigPoppa-t3z
@BigPoppa-t3z Ай бұрын
But alot if advisors dont do the right thing unless they are a REAL fiduciary nit s fugazy one
@AustinJr3
@AustinJr3 Ай бұрын
Super helpful Ryan. I needed this. Thank you
@RyanPolimeni
@RyanPolimeni Ай бұрын
Glad to help! Thanks for watching.
@MOREFinancialGroupLLC
@MOREFinancialGroupLLC 2 ай бұрын
Ryan your content over the last few weeks have been fantastic. Appreciate the value you bring
@RyanPolimeni
@RyanPolimeni 2 ай бұрын
@@MOREFinancialGroupLLC appreciate the support and kind words!
@Anuraggg-o1d
@Anuraggg-o1d 3 ай бұрын
Hey, loved the vibe🙌! I'm not really sure if it is the best time to ask but, I was wondering if I could help you create a better distribution by working on post-production like better storytelling through Edits, Keywords, think catchy intros and outros, or even some engaging short clips! Would love to chat if you're interested.
@g.ajemian4968
@g.ajemian4968 4 ай бұрын
You conveniently mentioned taxes but not inflation. Income riders don’t account for inflation. Staying in the market has risk but can also help beat inflation. This should be talked about
@nnamdiosix
@nnamdiosix 5 ай бұрын
Nothing but consistent bomb drops on this interview 🔥🔥🔥 Gives a much needed mindset adjustment at the right time. 🫡 to Nate
@gregfortaleza
@gregfortaleza 6 ай бұрын
hi ryan more powers! awesome to see your videos again. bro where can I get the best tax plan course so I get into you guys level thank you
@gregfortaleza
@gregfortaleza 6 ай бұрын
@josephjuno9555
@josephjuno9555 6 ай бұрын
If I did. $100K Roth Conversion from Trad IRA and used that for a,Fixed Index Annuitiy all withdrawals and payments wud be tax free? And wud not affect Obmama care and Soc Sec taxation? Wud this be a Good plan?
@Nate-b8n
@Nate-b8n 7 ай бұрын
Great quality videos, I love it. Can you please get into what happens with the account value once someone passes? Is the policy carrier's income deducted from principle?
@RolandIbera
@RolandIbera 4 ай бұрын
I have a 'Death benefit' rider with my variable annuity.
@BigPoppa-t3z
@BigPoppa-t3z Ай бұрын
​@@RolandIberamake sure the annuity has a life plus cash
@OutoftheboxBusinessmind-zp2gl
@OutoftheboxBusinessmind-zp2gl 8 ай бұрын
Thank you for the information
@thejasoncunningham
@thejasoncunningham 8 ай бұрын
The lengths you've gone to to set up proper infrastructure in your business is amazing. Great video Ryan!
@RyanPolimeni
@RyanPolimeni 8 ай бұрын
Thank you for the feedback! Appreciate the support 👍
@ChareleChervonne
@ChareleChervonne 8 ай бұрын
True Top Notch Sales Training - Thank You Ryan 👍
@heidihenderson2140
@heidihenderson2140 9 ай бұрын
Excellent content, easy to understand, with my Indexed Annuity background, this just added so much to my professional world. This not only gave me a refresher course, it also made me start from scratch to help my clients understand the product so they can make an educated decision for themself. I would really like to start the Annuity Masterclass. I will be looking into that soon.
@obrienortega6942
@obrienortega6942 10 ай бұрын
Sounds like a snake oil salesman. Life insurance companies take your money and invest it in the stock market. These people charge ridiculous amount of fees. Life insurance only benefits the beneficiaries not the individual.
@DamienDeLaCerda
@DamienDeLaCerda 8 ай бұрын
Do you not want your beneficiary to be taken care of if you’re the bread winner and they aren’t? Stop being so self centered and maybe invest in a IUL if you’re that type of person that only cares for yourself
@JasonDixonOnline
@JasonDixonOnline 10 ай бұрын
Do you have a Series 65 license?
@jasonsandvil5831
@jasonsandvil5831 Жыл бұрын
I just saw your Cody video and now have started to dive into your stuff. I am a life/personal lines/mortgage protection agent and have been for 5 years. I want to start Annuities, and live in Florida, so alot of people here can be helped. I just need to save for your bundle Level up. I have already taken over 8 pages of notes on your content so far.
@RyanPolimeni
@RyanPolimeni Жыл бұрын
Thanks so much for the support on my channel and glad to be able to add some value to you! Here to help in anyway!
@troywhitfield5481
@troywhitfield5481 Жыл бұрын
👎🏼👎🏼
@joewoerly7767
@joewoerly7767 Жыл бұрын
What kind of certification would I need to get to be considered a tax professional?
@marantz747
@marantz747 Жыл бұрын
This did nothing for me to understand.... Annuities 101 (Lifetime Income Benefit Rider Explained). You need a White Board.
@mayalmariomendoza134
@mayalmariomendoza134 Жыл бұрын
Hello! I just found this video and am interested in the discounted program. I know, I'm many months late running into this and would like to pursue this. Thanks so much!
@danagonzalez5345
@danagonzalez5345 Жыл бұрын
Thank you so much for sharing your knowledge.
@danisinsurancee
@danisinsurancee Жыл бұрын
Where can I learn more about the strategies we need to help point someone in the right direction?
@RyanPolimeni
@RyanPolimeni Жыл бұрын
Hey Daniel, check out a few more of my videos, I try to cover a lot of different strategies. If you need more a deep dive, my online academies have over 15 hours of training on this.
@jasonasher4956
@jasonasher4956 Жыл бұрын
Great content Ryan. I'm just getting started in the game of MP & Life insurance with Symmetry FG. I've been a Mortgage Loan Originator for the last 20 yrs. I want to have IULs and Annuities as another arrow in my quiver to be able to offer. Some leads/clients have just have more sophisticated needs than MP/FE, no sense leaving money & opportunity on the table in that appointment. I think I'd like to take advantage of the Level Up advisors Academy & the Annuity Masterclass. No disrespect, things are a little tight just starting, are there any discount codes available. I saw that there may may be some available when I went to the sign up page. I really appreciate your content, just found you tonight on a 2 yr old video with Cody Askins and then looked up your site and saw the Agent's Edge videos. So much great content for free here on KZbin. Thank you, Jason
@clari6023
@clari6023 Жыл бұрын
Thanks!! Really good content....
@amp18life
@amp18life Жыл бұрын
Found it!
@EddieChavez_
@EddieChavez_ Жыл бұрын
Ryan, do you mind sharing your framework for your conversations and how to make sure every conversation with a prospect/ client ends in a mutual agreement?
@ayisyenenvesti7111
@ayisyenenvesti7111 Жыл бұрын
Great content!!
@amp18life
@amp18life Жыл бұрын
Excellent!! I transcribed most of this video!! Thanks!
@EddieChavez_
@EddieChavez_ Жыл бұрын
Ryan, have you ever considered a final expense telesales division to grow your agency?
@EddieChavez_
@EddieChavez_ 2 жыл бұрын
This is the truth! Ryan, can you talk to us about some mistakes you possibly went through to successfully get a return on your marketing spend with email drip? And also, can you give us your opinion on text dripping and how it compares to email? Thank you for this valuable knowledge 🙏🏼
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Eduardo, my biggest mistake was not doing it 😂 Truthfully, I don't do texting. Compliance on the wealth management side is a little more complex.
@lando6209
@lando6209 2 жыл бұрын
Would this content be good for newbies in the insurance industry? Annuities and IUL’s are very attractive products to get into. Seems like everyone is into FE and don’t know if I want to go down that route. Do you recommend what products/ companies to use for Clients etc, marketing and finding clients for these products. Thanks!!!
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Level up advisors academy was built for new producers! First part of the training is everything 101. A deep dive into understanding the basics. The boot camps are more advanced.
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
My book choices are The blue ocean strategy and Scaling Up!
@amp18life
@amp18life 2 жыл бұрын
Life's Golden Ticket - Brendon Burchard / People Buy You -Jeb Blount
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Scott, Good Stuff!!!
@amp18life
@amp18life 2 жыл бұрын
Investment made!
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Awesome! I look forward to connecting with you soon!
@EddieChavez_
@EddieChavez_ 2 жыл бұрын
🔥🔥🔥🔥
@EddieChavez_
@EddieChavez_ 2 жыл бұрын
2 books that I’ll finish before the year ends, Secrets of question based selling by Tom Freese & $100M offers by Alex Hormozi. 🙏🏼🙏🏼🙏🏼
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Eduardo, Great choices! Go hard the rest of the year!!!
@EddieChavez_
@EddieChavez_ 2 жыл бұрын
Ryan, thank you for your channel brother. Been listening to your content for a while now and I never fail to learn something new 🙏🏼 Appreciate you 🙏🏼
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
We appreciate the support!🙏
@jasonsierra
@jasonsierra 2 жыл бұрын
If I am trying to open up my own insurance agency to sell annuities and IULs and later on implement AUM. Is there a course/video/ anything that would help me get started? Thank you and love the video!
@paulthompson8642
@paulthompson8642 2 жыл бұрын
Is very interesting crowd sucks
@deirdrehoivik9790
@deirdrehoivik9790 2 жыл бұрын
p͎r͎o͎m͎o͎s͎m͎ 🍀
@tonypoepoe3150
@tonypoepoe3150 2 жыл бұрын
Thanks Ryan ! Great content
@AgriLifeDiaries-bd
@AgriLifeDiaries-bd 2 жыл бұрын
Beautiful video
@tonypoepoe3150
@tonypoepoe3150 2 жыл бұрын
Wow ! All 50 states ? I’m way out in Hawaii . This video needs more likes and positive comments .
@tonypoepoe3150
@tonypoepoe3150 2 жыл бұрын
Top Notch Professional ! Watch all your videos also a sub. I learn from every episode ! Thanks Ryan
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Tony, thanks for the kind words and the support 🙏
@PD55_
@PD55_ 2 жыл бұрын
Wow great smart discussion about proper "fit" for an IUL strategy. This is gold!
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Thanks Peter!
@jessicagrant9748
@jessicagrant9748 2 жыл бұрын
This is sooo helpful sir
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Thanks for watching and the support!
@jessicagrant9748
@jessicagrant9748 2 жыл бұрын
@@RyanPolimeni yes ! I wanted to know do you have a lead system or do you recruit agents ?
@jasonsierra
@jasonsierra 2 жыл бұрын
This should have atleast 10k views, people charge thousands to share this information! Thank you Ryan
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Thank you! Feel free to share with others! Appreciate the support!
@franciscogonzalez9849
@franciscogonzalez9849 2 жыл бұрын
Thank you, do you have any suggestions about going independent agency?
@Wholisticinsurance
@Wholisticinsurance 2 жыл бұрын
Question if you are over 50 and do not have 401K but you interested in IUL what will be my option
@RyanPolimeni
@RyanPolimeni 2 жыл бұрын
Hi Gail, reach out to my office 919-300-5870. Once I know more about your situation I give you better guidance on this.