AdvisorsTODAY
JUNE 2022
FE ATURED TOPIC
Great Rates Equal Great Sales Opportunities! In case you haven’t noticed, we are in the middle of a rate war. Literally, a couple of times every week, we get new updates from different carriers with updates on rates, bonuses and payout percentages. Did you know that just within our core carriers there are 7 indexes options with par rates of 200% or higher? One even offers a 280% Par Rate! On some of those same products there are Premium Bonuses as high as 12-14% depending on what state the client lives in. That is 14% on the actual accumulated value…day 1! Speaking of bonuses, the income bonuses are equally exceptional. You can get a 20% income base bonus on multiple products that let you take income starting on day 1. If your client can wait for a while to turn on the income, they can get a bonus of up to 35% that starts working for them right away! Many people get into index annuities for the certainty. Two of our core carriers offer a 10% simple interest step every year prior to turning on income. This gives them a guaranteed rate of return plus a guaranteed payout that they can count on for the rest of their lives and in some instances can even increase. Speaking of payouts, the pay percentages are increasing weekly as well and depending on age and carrier, we can offer your client up to an 8% payout. This is a higher payout than I thought I would ever see in the industry. Although things look great right now, the carriers won’t battle for your business like this forever. So, give us a call to get all the details and more importantly give everyone you know a call to tell them the good news. These are tough times, filled with lots of bad news; inflation, a bear market, domestic and global unrest. Right now, all your clients and prospects are hearing is bad news. You get to be the one to call and tell them that you have great news! Let us know how we can help you tell the story to as many people as possible.
We're Heading to Vegas, and You Should Be Too! There is an old saying that what happens in Vegas, stays in Vegas! We hope not, because from August 1 through August 2 attendees at the 2022 Advisors Summit will be attending what we believe to be the most powerful event of the past decade that will enable you to substantially elevate your business success as we move into a new world that offers exceptional opportunities. This 2-day Summit will provide the precise strategies and insights you need not just to make 2022 your best year ever, but set the stage for significant growth in the years to come. Advisors who are serious about their careers, and positioning their businesses for significant success in the New World will not want to miss the invaluable meeting. You will hear from world-class professional thinkers who will spell out their illuminating insights on some of the big changes likely to confront you and your clients as we all emerge from an experience few of us could have imagined just 2-years ago. In many ways, the future will be different, radically different. Innovation and growth will have an enormous impact on your life and how your clients and their family should be thinking about the future. Are you ready to turn these unprecedented times into opportunities for you, as well as your clients?
Advisors TODAY
JUNE 2022
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CPA of the Year, Jonathan Gerber's Incredible Humanitarian Trip In last months issue of Advisors Today we featured an article about last years CPA of the Year, Jonathan Gerber and his families humanitarian trip to Ukraine and Poland to aid the refugees. The entire family went to help out these people who dearly need it and we are pleased to share their story today. Please take a moment to read about their experience, that will surely inspire to follow the Gerber families lead and make the world a better place to live in. CPA of the Year, Jonathan Gerber, and his family traveled to the Ukrainian/ Polish border for the Passover holiday. They did this to help with the refugee effort and provide supplies as well as a religious ceremony to the refugees who had to flee from their homes due to the horrendous war. Because they are back, we wanted to highlight how their phenomenal humanitarian trip went. To prepare for their courageous effort, Mr. Gerber and his family prepared over 22 bags of necessary essentials to give to those refugees affected by this terrible war. These bags consisted of anywhere from the basic essentials we typically take for granted such as razors, soaps, toothbrushes, diapers, etc. To items that would bring some sense of normalcy to children and mothers who had to leave everything behind such as toys, books, lipstick, etc. After the essentials were passed out, Jonathan Gerber and his family did not stop there. They went to a shelter that needed more food and supplies and went into action by going to the local grocery store to help restock the shelter with the needed necessities. Since many of the refugees are of the Jewish religion, Mr. Gerber ran two Seders which is the traditional Passover meal that marks the start of Passover. The first one had over 150 people and the second one had over 80 people. During the Seder, translators were also present to make sure every refugee could fully understand and participate. The Gerber’s valiant effort continued even after they came back to the states. They are diligently working on putting more bags together that contain medical necessities. Items such as, prescription medication, medical equipment, over the counter medicine, combat wound supplies and also strollers for new infants that are living in shelters. We salute the Gerber family for demonstrating true patriotism, humanitarianism, and grit. We continue to wish them the best of luck with their continued journey.
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Table Bay Financial Network, Inc. • 866-225-1786 • www.tablebayfinancial.com 5690 DTC Boulevard, Suite 670E, Greenwood Village, CO 80111
Advisors TODAY
JUNE 2022
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Elite Advisors Summit
CPA of the Year, Jonathan Gerber, along with his wife, Natalie and Advisor of the Year, Brad Barclay, with his wife Jennifer attended, as Table Bay's guests the Elite Advisors Summit. It was held at the Victoria—Jungfral Grand Hotel, in Interlaken, Switzerland.
Jada Midget Named May's Employee of the Month, for the Second Month in a Row! COO Michelle Blackmon announced that Jada Midget has been named Employee of the Month for May 2022. Jada again has wowed us with her exemplary work and initiative coming up with great solutions to projects, and thinking outside the box to get things accomplished. When problems arise, she immediately works to find solution(s) and fix the problem. She is a joy to work with, as she is always upbeat and never gives up on an issue, always believing we can conquer all. She exemplifies Pride, Performance, and Professionalism. Great work, Jada!
Welcome Alex Kinney, as Head of Advisor Services Table Bay is pleased to announce that Alex Kinney has joined the firm as Head of Advisor Services. Alex will be continuing Table Bay's tradition of exceptional submission to commission. Alex comes to us from an educational background and is highly detail oriented and a super guy who I'm sure all of you will seriously enjoy working with. Reach out to Alex and say hello, he should be one of your best friends at Table Bay since he controls the speed of business approval. His extension is 315 and you can reach him at akinney@tablebayfinancial.com Table Bay Financial Network, Inc. • 866-225-1786 • www.tablebayfinancial.com 5690 DTC Boulevard, Suite 670E, Greenwood Village, CO 80111
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Advisors TODAY
JUNE 2022
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July 31–August 2 ! nd
Register Today!
MARK YOUR CALENDER JULY July 4, 2022 Independence Day Headquarters Closed July 7–8, 2022 Half-Time Retreat Headquarters Closed July 12–14, 2022 IRA Summit Greenwood Village, CO July 15–17, 2022 KPG Conference Atlanta, GA July 31, 2022 Advisors Summit—Opening Reception Las Vegas, NV
AUGUST August 1–2, 2022 Advisors Summit Las Vegas, NV August 17–19, 2022 CPA Academy Greenwood Village, CO
August 17–19th Registration Info Coming Soon!
August 22–25, 2022 Top Gun Sales Strategies Greenwood Village, CO August 26–27, 2022 CPA Direct University Greenwood Village, CO
August 26–27th • Greenwood Village, Colorado Disclaimer: This newsletter is in no way intended to provide tax, legal, accounting, financial or professional advice. Readers are urged to consult with their own independent professional advisors regarding their particular circumstances. This information is current and timely at the time of publication but may be rendered outdated or incorrect by subsequent legislation or rulings. The information may contain opinions as well as facts and is solely intended for informational purposes. The editors, authors and publisher expressly disclaim all liability related to reliance upon any information contained in this newsletter. This publication is protected by copyright law. No part may be reproduced in whole or in part without the prior written consent of Table Bay Financial Network, Inc. © 2022 Table Bay Financial Network, Inc. All rights reserved.
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Table Bay Financial Network, Inc. • 866-225-1786 • www.tablebayfinancial.com 5690 DTC Boulevard, Suite 670E, Greenwood Village, CO 80111